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
26
$35.4M 1.1%
+242,790
27
$33.9M 1.05%
1,149,379
-868,800
28
$31.3M 0.98%
678,770
+134,551
29
$30.2M 0.94%
1,560,071
30
$29.8M 0.93%
+731,194
31
$28M 0.87%
2,804,144
+1,286,619
32
$21.6M 0.67%
1,383,500
+1,700
33
$18.7M 0.58%
+252,223
34
$17.2M 0.54%
1,002,495
35
$16.1M 0.5%
658,407
36
$14.9M 0.46%
1,498,734
37
$14.2M 0.44%
1,419,430
38
$13.7M 0.43%
1,374,635
39
$13.6M 0.42%
866,717
-591,970
40
$13M 0.4%
651,157
41
$12.8M 0.4%
485,276
42
$12.6M 0.39%
31,741
43
$11.5M 0.36%
290,700
-20,000
44
$11.4M 0.35%
1,161,254
45
$11.3M 0.35%
1,145,828
46
$11M 0.34%
1,098,366
47
$10.7M 0.33%
1,102,077
48
$10.7M 0.33%
1,089,781
49
$10.5M 0.33%
1,080,652
50
$10.4M 0.32%
+108,751
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