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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
526
-651,981
527
-508,671
528
-6,287
529
-200,000
530
-1,521,603
531
-651,157
532
-658,407
533
-1,098,366
534
-273,345
535
-323,482
536
$0 ﹤0.01%
68,604
537
-3,038,497