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
401
$4.03K ﹤0.01%
497,807
-15,785
402
$4K ﹤0.01%
20,000
403
$4K ﹤0.01%
50,000
404
$3.69K ﹤0.01%
123,000
405
$3.31K ﹤0.01%
570,593
406
$2.95K ﹤0.01%
+74,998
407
$2.78K ﹤0.01%
+92,455
408
$2.75K ﹤0.01%
+87,498
409
$2.73K ﹤0.01%
+54,701
410
$2.53K ﹤0.01%
109,997
411
$2.34K ﹤0.01%
26,554
412
$2.11K ﹤0.01%
+25,000
413
$2.01K ﹤0.01%
+200
414
$1.75K ﹤0.01%
62,499
415
$1.37K ﹤0.01%
29,997
416
$1.2K ﹤0.01%
+50,000
417
$1.18K ﹤0.01%
43,746
418
$1.03K ﹤0.01%
+101
419
$1.01K ﹤0.01%
+16,767
420
$979 ﹤0.01%
279,857
421
$675 ﹤0.01%
29,998
+4,966
422
$663 ﹤0.01%
33,331
423
$513 ﹤0.01%
320,401
424
$326 ﹤0.01%
+29,647
425
$310 ﹤0.01%
30,086
15 16
17
18 19