WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $1.71B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.01M 0.03%
100,000
327
$1.01M 0.03%
100,000
328
$1.01M 0.03%
100,000
329
$998K 0.03%
106,047
-281,639
330
$990K 0.03%
100,227
331
$920K 0.03%
+90,867
332
$881K 0.02%
+85,333
333
$867K 0.02%
+21,669
334
$855K 0.02%
26,200
-1,164
335
$854K 0.02%
+83,445
336
$849K 0.02%
+84,073
337
$841K 0.02%
84,063
338
$727K 0.02%
72,513
339
$716K 0.02%
69,774
-19,611
340
$674K 0.02%
+66,192
341
$603K 0.02%
60,116
342
$582K 0.02%
+56,500
343
$562K 0.02%
+56,000
344
$522K 0.01%
+50,000
345
$505K 0.01%
+50,000
346
$504K 0.01%
+23,629
347
$455K 0.01%
+40,000
348
$340K 0.01%
44,689
349
$325K 0.01%
84,876
350
$258K 0.01%
+25,176
12 13
14
15 16