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
$2.49B
AUM Growth
-$423M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$259M
2
+$213M
3
+$120M
4
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$115M
5
WRK
WestRock Company
WRK
+$95.3M

Top Sells

1
+$311M
2
+$234M
3
+$215M
4
VMW
VMware, Inc
VMW
+$187M
5
ABCM
Abcam PLC
ABCM
+$77.7M

Sector Composition

1 Financials 24.18%
2 Energy 19.61%
3 Healthcare 10.87%
4 Consumer Discretionary 10.04%
5 Technology 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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