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
$3.35B
AUM Growth
+$676M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$116M
3
+$78.7M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$75.9M
5
CLGX
Corelogic, Inc.
CLGX
+$74.3M

Top Sells

1
+$186M
2
+$134M
3
+$88.4M
4
NGHC
National General Holdings Corp
NGHC
+$69.1M
5
VRTU
Virtusa Corporation
VRTU
+$48.9M

Sector Composition

1 Financials 17.3%
2 Healthcare 12.22%
3 Technology 11.37%
4 Consumer Discretionary 7.12%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.57M 0.24%
+390,600
52
$8.24M 0.23%
+177,420
53
$8.1M 0.22%
800,463
+242,834
54
$7.84M 0.22%
+789,667
55
$7.58M 0.21%
755,270
+500,000
56
$7.38M 0.2%
+736,196
57
$7.36M 0.2%
+741,188
58
$6.96M 0.19%
707,898
+87,898
59
$6.93M 0.19%
695,373
-310,318
60
$6.79M 0.19%
87,900
-156,802
61
$6.76M 0.19%
+1,388,694
62
$6.6M 0.18%
+681,324
63
$6.53M 0.18%
+660,245
64
$6.51M 0.18%
+660,000
65
$6.49M 0.18%
+670,731
66
$6.33M 0.18%
651,125
67
$6.12M 0.17%
+615,009
68
$6.11M 0.17%
605,811
-52,435
69
$5.8M 0.16%
19,428
+3,014
70
$5.78M 0.16%
582,309
+428,379
71
$5.73M 0.16%
228,679
72
$5.67M 0.16%
+564,998
73
$5.66M 0.16%
235,559
+140,500
74
$5.64M 0.16%
+567,564
75
$5.63M 0.16%
+559,716
1 2
3
4 5