WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.13B
1-Year Est. Return 33.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.99%
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
451
– –
-57,969
452
– –
-143,801
453
– –
-1,054,434
454
– –
-113,509
455
– –
-2,443,553
456
– –
-188,775
457
– –
-400,000
458
– –
-132,802
459
– –
-16,105,540
460
– –
-301,035
461
– –
-811,852
462
– –
-987,824
463
– –
-157,991
464
– –
-97,700
465
– –
-100,000
466
– –
-427,787
467
– –
-198,491
468
– –
-250,000
469
– –
-2,968,116
470
– –
-623,482
15 16 17 18
19