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
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$96.8M
3
+$73.7M
4
SIMO icon
Silicon Motion
SIMO
+$68.4M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$66.6M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$39M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$183K 0.01%
16,136
352
$160K ﹤0.01%
16,184
353
$151K ﹤0.01%
64,964
354
$143K ﹤0.01%
11,127
355
$104K ﹤0.01%
1,090,799
356
$104K ﹤0.01%
516
357
$94K ﹤0.01%
336,653
358
$91K ﹤0.01%
9,215
359
$74K ﹤0.01%
172,290
-200,000
360
$67K ﹤0.01%
176,458
361
$67K ﹤0.01%
+63,775
362
$64K ﹤0.01%
6,441
363
$61K ﹤0.01%
471,267
364
$55K ﹤0.01%
5,600
365
$49K ﹤0.01%
86,598
366
$48K ﹤0.01%
+113,509
367
$46K ﹤0.01%
513,592
368
$43K ﹤0.01%
249,998
369
$43K ﹤0.01%
+99,997
370
$43K ﹤0.01%
320,401
371
$42K ﹤0.01%
263,221
372
$41K ﹤0.01%
258,851
373
$36K ﹤0.01%
226,063
-37,086
374
$35K ﹤0.01%
99,999
375
$34K ﹤0.01%
340,662
13 14
15
16 17