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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
$3.28B
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
451
-4,100
452
-828
453
-250,000
454
-17,499
455
-100,000