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
376
$31K ﹤0.01%
132,047
377
$30K ﹤0.01%
300,000
378
$30K ﹤0.01%
223,577
379
$30K ﹤0.01%
570,593
380
$26K ﹤0.01%
284,575
381
$24K ﹤0.01%
231,449
382
$24K ﹤0.01%
99,618
383
$23K ﹤0.01%
279,857
384
$22K ﹤0.01%
+2,201
385
$20K ﹤0.01%
333,600
386
$19K ﹤0.01%
109,911
387
$18K ﹤0.01%
147,837
388
$18K ﹤0.01%
179,105
389
$17K ﹤0.01%
109,997
390
$15K ﹤0.01%
192,048
391
$14K ﹤0.01%
62,499
392
$14K ﹤0.01%
205,151
393
$14K ﹤0.01%
+1,400
394
$14K ﹤0.01%
+97,248
395
$13K ﹤0.01%
104,994
396
$13K ﹤0.01%
106,075
397
$12K ﹤0.01%
99,998
398
$12K ﹤0.01%
174,999
399
$11K ﹤0.01%
20,000
400
$11K ﹤0.01%
1,100
14 15
16
17 18