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
$3.26B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$154M
3
+$125M
4
FON
SPRINT CORP FON COM
FON
+$119M
5
PFE icon
Pfizer
PFE
+$114M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.31%
2 Industrials 10.05%
3 Financials 9.15%
4 Healthcare 6.85%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$55.2M 1.03%
+1,059,400
27
$52.8M 0.98%
+1,607,206
28
$51.9M 0.96%
+1,598,900
29
$50.4M 0.94%
+958,824
30
$46.2M 0.86%
+1,091,900
31
$44.3M 0.82%
+901,400
32
$42.3M 0.79%
+2,551,900
33
$40.9M 0.76%
+5,003,663
34
$39.9M 0.74%
+1,653,068
35
$39.2M 0.73%
+817,200
36
$34.1M 0.63%
+1,644,978
37
$32.8M 0.61%
+3,208,464
38
$31.2M 0.58%
+2,379,760
39
$31M 0.58%
+2,319,945
40
$29.9M 0.56%
+2,707,100
41
$29.1M 0.54%
+340,062
42
$28.9M 0.54%
+830,400
43
$28.3M 0.53%
+2,000,000
44
$24.9M 0.46%
+903,314
45
$24.2M 0.45%
+569,300
46
$23.6M 0.44%
+678,800
47
$20.6M 0.38%
+1,356,244
48
$20.5M 0.38%
+4,828,000
49
$19.9M 0.37%
+700,000
50
$18.1M 0.34%
+211,850
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