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

Top Buys

1
+$104M
2
+$49.6M
3
+$48.3M
4
ATCO
Atlas Corp.
ATCO
+$47.8M
5
AUY
Yamana Gold, Inc.
AUY
+$43.2M

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
501
– –
-66,094
502
– –
-162,573
503
– –
-1,029,183
504
– –
-503,300
505
– –
-99,998
506
– –
-473,587
507
– –
-536,884
508
– –
-49,125
509
– –
-325,542
510
– –
-419,161
511
$0 ﹤0.01%
109,911
512
– –
-932,341
513
– –
-56,795
514
– –
0
515
– –
-200,000
516
– –
-457,315
517
– –
0
518
– –
-414,265
519
– –
-1,450,800
520
– –
-17,465
521
– –
-940,460
522
– –
-20,016
523
– –
-75,000
524
– –
-747,645
525
– –
-300,000
19 20
21
22 23