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
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.4M 0.53%
1,954,772
+1,047,281
27
$18.9M 0.52%
1,872,637
+888,085
28
$18.8M 0.52%
435,713
29
$17.8M 0.49%
1,756,408
+763,668
30
$17.6M 0.48%
1,742,029
+1,109,023
31
$17.5M 0.48%
1,730,856
+1,051,225
32
$17.3M 0.47%
1,706,864
+1,306,864
33
$16.8M 0.46%
1,664,845
+1,035,286
34
$16M 0.44%
1,611,524
+1,325,373
35
$15.9M 0.44%
1,617,968
+1,040,630
36
$15.4M 0.42%
1,536,642
+1,386,642
37
$15.3M 0.42%
1,527,320
+777,320
38
$15.2M 0.42%
1,510,097
+935,838
39
$15.2M 0.42%
1,505,851
+830,904
40
$14.9M 0.41%
+287,300
41
$14.7M 0.4%
+1,465,449
42
$14.7M 0.4%
+1,455,187
43
$14.6M 0.4%
122,266
-268,970
44
$14.4M 0.4%
+1,437,462
45
$14.3M 0.39%
1,411,963
+1,211,963
46
$13.8M 0.38%
+247,163
47
$13.7M 0.38%
1,353,328
+200,000
48
$13.6M 0.37%
1,329,395
+596,171
49
$13.5M 0.37%
1,341,391
+875,603
50
$13.4M 0.37%
1,322,060
+556,981
1
2
3 4 5