WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.13B
1-Year Est. Return 33.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.17B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$80M
3
+$73.3M
4
CLDR
Cloudera, Inc.
CLDR
+$62.8M
5
KSU
Kansas City Southern
KSU
+$54.4M

Top Sells

1
+$275M
2
+$255M
3
+$208M
4
MXIM
Maxim Integrated Products
MXIM
+$207M
5
PFPT
Proofpoint, Inc.
PFPT
+$126M

Sector Composition

1 Financials 16.5%
2 Healthcare 14.35%
3 Technology 13.89%
4 Industrials 12.2%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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404
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-269,994
405
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406
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407
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-200,000
408
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-6,667
409
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0
410
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-1,194,739
411
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-13,333
412
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-105,247
413
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-966
414
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-862,498
415
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-500,000
416
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-175,000
417
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-189,546
418
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-443,517
419
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-240,661
420
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-274,425
421
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-432,122
422
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-431,249
423
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-1,967,559
424
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-498,780
425
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-342,300
14 15 16
17
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