We are live on ! Find out more
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
$3.28B
AUM Growth
+$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Sells

1 +$203M
2 +$172M
3 +$89.1M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$81.4M
5
SAFM
Sanderson Farms Inc
SAFM
+$69M

Sector Composition

1 Financials 22.05%
2 Communication Services 15%
3 Technology 11.01%
4 Healthcare 8.96%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-100,000
427
-737,934
428
-3,668,829
429
-58,332
430
-483,447
431
-564,049
432
-566,202
433
-129,432
434
-665,301
435
-329,999
436
-1,597,153
437
-100,000
438
-37,221
439
-504,884
440
-677,568
441
-79,614
442
-5,579,993
443
-4,962
444
-39,562
445
-249,997
446
-495,468
447
-426,857
448
-350,000
449
-603,748
450
-153,064