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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
576
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-94,500
577
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578
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-468,704
579
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-467,627
580
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-192,048
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582
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-512,500
583
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-1,400
584
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-480,558
585
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-100,000
586
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-12,200
587
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-24,400
588
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-530,510
589
– –
-8,545
590
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-451,408
591
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-61,365
592
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-466,709
593
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-1,007,506
594
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-333,600
595
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-1,855,461
596
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-807,884
597
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-1,000
598
– –
-747,464
599
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-937,426
600
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-774,579
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