WCMNY
Westchester Capital Management (New York) Portfolio holdings
AUM
$1.71B
1-Year Return
19.36%
This Quarter Return
+8.21%
1 Year Return
+19.36%
3 Year Return
+86.49%
5 Year Return
+273.29%
10 Year Return
+875.92%
AUM
$3.47B
AUM Growth
+$130M
(+3.9%)
Cap. Flow
+$123M
Cap. Flow
% of AUM
3.55%
Top 10 Holdings %
Top 10 Hldgs %
32.68%
Holding
619
New
144
Increased
117
Reduced
14
Closed
180
Top Buys
| 1 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$143M |
| 2 |
SJR
Shaw Communications Inc.
SJR
|
$53M |
| 3 |
SGFY
Signify Health, Inc.
SGFY
|
$49.3M |
| 4 |
ATCO
Atlas Corp.
ATCO
|
$48.5M |
| 5 |
AUY
Yamana Gold, Inc.
AUY
|
$47.4M |
Top Sells
Sector Composition
| 1 | Financials | 43.49% |
| 2 | Technology | 13.41% |
| 3 | Healthcare | 11.65% |
| 4 | Industrials | 11.2% |
| 5 | Energy | 4.73% |