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
$3.17B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$81.4M
3
+$79.8M
4
CLDR
Cloudera, Inc.
CLDR
+$63.2M
5
KSU
Kansas City Southern
KSU
+$52.9M

Top Sells

1
+$275M
2
+$255M
3
+$208M
4
MXIM
Maxim Integrated Products
MXIM
+$207M
5
PFPT
Proofpoint, Inc.
PFPT
+$126M

Sector Composition

1 Financials 16.5%
2 Healthcare 14.35%
3 Technology 13.89%
4 Industrials 12.2%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.34M 0.24%
+81,081
52
$8.04M 0.23%
+809,100
53
$7.91M 0.23%
806,279
+5,816
54
$7.83M 0.23%
+378,586
55
$7.71M 0.22%
792,384
+2,721
56
$7.49M 0.22%
50,427
+16,667
57
$7.48M 0.22%
+767,079
58
$7.34M 0.21%
+737,934
59
$7.25M 0.21%
748,166
+6,980
60
$6.92M 0.2%
448,200
+228,500
61
$6.78M 0.2%
1,388,652
+19,170
62
$6.77M 0.19%
+666,800
63
$6.73M 0.19%
433
-803
64
$6.67M 0.19%
683,679
+9,855
65
$6.59M 0.19%
665,301
+5,303
66
$6.55M 0.19%
671,375
+11,140
67
$6.55M 0.19%
674,610
+11,634
68
$6.48M 0.19%
659,595
+8,470
69
$6.15M 0.18%
+623,482
70
$6.12M 0.18%
605,811
71
$6.01M 0.17%
617,673
+8,273
72
$5.73M 0.17%
+112,927
73
$5.61M 0.16%
560,361
+460,361
74
$5.6M 0.16%
+564,081
75
$5.59M 0.16%
+574,259
1 2
3
4 5