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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
$3.34B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1 +$104M
2 +$100M
3 +$95.1M
4
STOR
STORE Capital Corporation
STOR
+$88.4M
5
ONEM
1Life Healthcare
ONEM
+$87.4M

Sector Composition

1 Financials 33.91%
2 Technology 22.9%
3 Industrials 10%
4 Healthcare 9.96%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
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477
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478
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479
-471,267
480
-6,361
481
-211,050
482
-859,456
483
-90
484
-2,167,981
485
-20,000
486
0
487
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488
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489
-511,350
490
-9,215
491
0
492
-533,670
493
-487,476
494
-120,673
495
-900,000
496
-226,063
497
-100,000
498
-4
499
-165,590
500
-659,595