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
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$96.8M
3
+$73.7M
4
SIMO icon
Silicon Motion
SIMO
+$68.4M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$66.6M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$39M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.28%
1,026,269
52
$10.1M 0.28%
1,032,948
53
$9.91M 0.28%
1,007,506
54
$9.82M 0.27%
1,001,325
+486,240
55
$9.55M 0.27%
969,052
+459,496
56
$9.46M 0.26%
956,004
57
$9.41M 0.26%
+211,050
58
$9.24M 0.26%
932,531
59
$9.15M 0.26%
919,078
60
$8.74M 0.24%
900,000
61
$8.45M 0.24%
+301,500
62
$8.03M 0.22%
811,219
63
$7.76M 0.22%
804,413
64
$7.73M 0.22%
792,384
65
$7.52M 0.21%
767,079
66
$7.49M 0.21%
772,129
67
$7.46M 0.21%
772,801
+245,076
68
$7.3M 0.2%
748,166
69
$7.24M 0.2%
739,464
70
$7.23M 0.2%
738,052
+61,535
71
$7.19M 0.2%
750,186
-429,005
72
$6.88M 0.19%
1,397,800
73
$6.77M 0.19%
688,243
74
$6.77M 0.19%
689,550
+467,512
75
$6.69M 0.19%
679,631
1 2
3
4 5