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
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.9M 0.35%
1,280,418
+182,637
52
$12.4M 0.34%
1,225,205
+231,195
53
$12.3M 0.34%
1,225,583
+1,192,380
54
$12.3M 0.34%
1,219,240
+896,522
55
$12.2M 0.33%
+1,213,839
56
$12M 0.33%
1,185,536
+399,500
57
$12M 0.33%
1,181,524
+225,520
58
$12M 0.33%
1,167,081
+1,080,237
59
$11.7M 0.32%
1,131,492
+926,129
60
$11.7M 0.32%
1,154,403
+710,617
61
$11.7M 0.32%
1,161,254
62
$11.6M 0.32%
1,148,107
+498,107
63
$11.6M 0.32%
1,156,981
+685,164
64
$11.5M 0.32%
1,145,236
+691,162
65
$11.5M 0.32%
1,119,035
+869,035
66
$10.8M 0.3%
1,067,669
+150,000
67
$10.6M 0.29%
1,051,003
+473,046
68
$10.6M 0.29%
1,046,364
+509,049
69
$10.6M 0.29%
1,049,456
+522,200
70
$10.5M 0.29%
+126,900
71
$10.3M 0.28%
1,030,117
+980,117
72
$10.2M 0.28%
+1,000,218
73
$10.2M 0.28%
986,336
+563,132
74
$10.1M 0.28%
+989,234
75
$10.1M 0.28%
1,024,698
+500,000
1 2
3
4 5