WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.13B
1-Year Est. Return 33.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.89B
AUM Growth
-$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$114M
3
+$86.3M
4
YOKU
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
+$77.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$68.7M

Top Sells

1
+$163M
2
+$125M
3
+$112M
4
HCBK
HUDSON CITY BANCORP INC
HCBK
+$104M
5
MCD icon
McDonald's
MCD
+$102M

Sector Composition

1 Industrials 19.39%
2 Communication Services 16.71%
3 Technology 10.64%
4 Energy 9.71%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81M 0.12%
187,580
52
$4.8M 0.12%
33,200
-132,856
53
$4.24M 0.11%
+418,501
54
$4M 0.1%
316,503
+260,515
55
$3.77M 0.1%
+182,000
56
$3.59M 0.09%
290,379
+287,607
57
$3.35M 0.09%
+206,353
58
$3.33M 0.09%
+128,600
59
$3.06M 0.08%
+47,600
60
$2.94M 0.08%
105,300
-860,400
61
$2.22M 0.06%
40,000
-262,900
62
$2.07M 0.05%
+1,094
63
$2.06M 0.05%
158,988
-16,820
64
– –
0
65
$1.2M 0.03%
+93,129
66
$865K 0.02%
121,297
67
$500K 0.01%
106,644
68
$453K 0.01%
17,429
-14,697
69
$318K 0.01%
2,800
70
$210K 0.01%
1,104,063
-266,352
71
$180K ﹤0.01%
+1,894
72
$136K ﹤0.01%
5,067
73
$20K ﹤0.01%
+210,000
74
$12K ﹤0.01%
1,050
75
$2K ﹤0.01%
149
1 2
3
4 5