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
351
$252K 0.01%
+24,349
352
$251K 0.01%
+25,015
353
$246K 0.01%
+24,186
354
$231K 0.01%
25,086
355
$225K 0.01%
23,593
356
$204K 0.01%
17,626
357
$201K 0.01%
5,758
358
$199K 0.01%
17,967
359
$182K 0.01%
16,136
360
$158K ﹤0.01%
4,706
361
$137K ﹤0.01%
11,127
362
$119K ﹤0.01%
64,964
363
$114K ﹤0.01%
393,327
364
$94.1K ﹤0.01%
300
365
$77.6K ﹤0.01%
176,458
366
$77.4K ﹤0.01%
336,653
367
$70.7K ﹤0.01%
299,997
368
$52.7K ﹤0.01%
1,090,799
369
$51.9K ﹤0.01%
+5,157
370
$42.7K ﹤0.01%
284,575
371
$37.5K ﹤0.01%
+74,998
372
$34K ﹤0.01%
+425,000
373
$27.2K ﹤0.01%
+58,261
374
$26.3K ﹤0.01%
62,499
375
$25K ﹤0.01%
100,000
13 14
15
16 17