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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
601
– –
-480,098
602
– –
-250,000
603
– –
-792,196
604
– –
-185,129
605
– –
-541,528
606
– –
-104,994
607
– –
-125,800
608
– –
-517,079
609
– –
-442,020
610
– –
-15
611
– –
-45,042
612
– –
-115,552
613
– –
-379,632
614
– –
-70,000
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