WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $1.71B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$161M
2
+$154M
3
+$125M
4
FON
SPRINT CORP FON COM
FON
+$119M
5
PFE icon
Pfizer
PFE
+$114M

Top Sells

No sells this quarter

Sector Composition

1 Energy 17.31%
2 Industrials 10.05%
3 Financials 9.15%
4 Healthcare 6.85%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.2M 0.25%
+1,105,750
52
$11.6M 0.21%
+500,000
53
$10.3M 0.19%
+116,718
54
$8.43M 0.16%
+403,728
55
$6.82M 0.13%
+202,129
56
$6.53M 0.12%
+192,700
57
$5.99M 0.11%
+299,000
58
$5.24M 0.1%
+532,639
59
$4.85M 0.09%
+150,000
60
$4.62M 0.09%
+175,771
61
$3.87M 0.07%
+144,846
62
$3.77M 0.07%
+150,000
63
$3.76M 0.07%
+50,048
64
$3.71M 0.07%
+745,200
65
$2.76M 0.05%
+166,674
66
$2.09M 0.04%
+50,500
67
$1.7M 0.03%
+80,700
68
$1.6M 0.03%
+51,857
69
$1.4M 0.03%
+27,900
70
$1.31M 0.02%
+37,100
71
$1.07M 0.02%
+44,844
72
$139K ﹤0.01%
+3,144
73
$87K ﹤0.01%
+9,500
74
$66K ﹤0.01%
+5,189
75
$52K ﹤0.01%
+1,766
1 2
3
4