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
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$95.3M
3
+$78M
4
SIMO icon
Silicon Motion
SIMO
+$68.8M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$64.3M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$37.2M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-100,000
427
– –
-58,332
428
– –
-97,393
429
– –
-89,900
430
– –
-948,237
431
– –
-215,122
432
– –
0
433
– –
-60,101
434
– –
-800
435
– –
-27
436
– –
-14,127
437
– –
-54,702
438
– –
0
439
– –
-418,388
440
– –
0
441
– –
-564,998
442
$0 ﹤0.01%
4
443
– –
-40,423
444
– –
-100,000
445
– –
-480,499
446
– –
-50,000
447
– –
-90,261
448
– –
-1,000
449
– –
-317,209
450
– –
-325,545
15 16 17
18
19