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
376
$25K ﹤0.01%
99,997
377
$25K ﹤0.01%
+31,189
378
$21.6K ﹤0.01%
86,598
379
$21K ﹤0.01%
100,000
+11,750
380
$17.9K ﹤0.01%
223,577
381
$15.7K ﹤0.01%
140,088
382
$14.5K ﹤0.01%
93,251
383
$14K ﹤0.01%
+199,999
384
$12.3K ﹤0.01%
205,151
385
$12.3K ﹤0.01%
+124,999
386
$11.6K ﹤0.01%
+232,918
387
$11.4K ﹤0.01%
113,509
388
$10.7K ﹤0.01%
121,866
389
$10.3K ﹤0.01%
249,998
390
$10.1K ﹤0.01%
132,047
391
$9.41K ﹤0.01%
63,181
392
$8.45K ﹤0.01%
+164,306
393
$7.29K ﹤0.01%
99,999
394
$6.49K ﹤0.01%
+642
395
$5.98K ﹤0.01%
99,618
396
$5.91K ﹤0.01%
147,837
397
$5.82K ﹤0.01%
+49,996
398
$5.61K ﹤0.01%
+551
399
$5.07K ﹤0.01%
300,000
400
$4.78K ﹤0.01%
281,449
+50,000
14 15
16
17 18