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
$2.18B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$89M
2
+$81.4M
3
+$76.2M
4
WTW icon
Willis Towers Watson
WTW
+$69.5M
5
S
Sprint Corporation
S
+$68.3M

Top Sells

1
+$179M
2
+$120M
3
+$88.1M
4
WCG
Wellcare Health Plans, Inc.
WCG
+$87.4M
5
TMUS icon
T-Mobile US
TMUS
+$46M

Sector Composition

1 Financials 19.17%
2 Technology 17.98%
3 Industrials 11.4%
4 Healthcare 10.91%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.2M 0.27%
+751,990
52
$7.1M 0.27%
700,000
53
$6.96M 0.26%
46,073
54
$6.53M 0.25%
+21,500
55
$6.41M 0.24%
622,647
+284,547
56
$6.22M 0.24%
606,900
57
$5.95M 0.23%
74,999
58
$5.73M 0.22%
572,744
+4,230
59
$5.63M 0.21%
547,507
-337,745
60
$5.52M 0.21%
125,213
-319,595
61
$5.44M 0.21%
+550,000
62
$5.31M 0.2%
27,386
+65
63
$5.03M 0.19%
495,774
-254,226
64
$4.98M 0.19%
1,070
-17
65
$4.91M 0.19%
+501,288
66
$4.88M 0.18%
500,000
67
$4.82M 0.18%
468,026
+108,277
68
$4.72M 0.18%
+33,991
69
$4.71M 0.18%
626,205
-329,326
70
$4.39M 0.17%
+300,000
71
$4.24M 0.16%
530,160
72
$3.62M 0.14%
120,500
-23,500
73
$3.48M 0.13%
17,500
74
$3.38M 0.13%
329,997
75
$3.24M 0.12%
+137,154
1 2
3
4 5