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WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.07B
1-Year Est. Return 26.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.02%
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 13.64%
4 Industrials 12.2%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-249,998
402
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-5,108
403
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-83,500
404
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-100,000
405
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-164,018
406
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-725,846
407
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-1,136,622
408
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-707,898
409
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-513,592
410
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-432,122
411
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-431,249
412
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-1,967,559
413
– –
-498,780
414
– –
-47,095
415
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-3,000
416
– –
-91,676
417
– –
-1,399,200
418
– –
-4,689,496
419
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-102,181
420
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-2,698,782
421
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-2,355,337
422
– –
-150,000
423
– –
-777,728
424
– –
-681,768
425
– –
-427,323
14 15 16
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