WCMNY
Westchester Capital Management (New York) Portfolio holdings
AUM
$1.71B
This Quarter Return
+8.39%
1 Year Return
+19.36%
3 Year Return
+86.49%
5 Year Return
+273.29%
10 Year Return
+875.92%
AUM
$2.49B
AUM Growth
+$2.49B
(-15%)
Cap. Flow
-$477M
Cap. Flow
% of AUM
-19.18%
Top 10 Holdings %
Top 10 Hldgs %
51.63%
Holding
345
New
54
Increased
32
Reduced
59
Closed
87
Top Buys
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$259M |
| 2 |
HES
Hess
HES
|
$213M |
| 3 |
SPLK
Splunk Inc
SPLK
|
$120M |
| 4 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
$115M |
| 5 |
WRK
WestRock Company
WRK
|
$95.3M |
Top Sells
Sector Composition
| 1 | Financials | 25% |
| 2 | Energy | 19.61% |
| 3 | Healthcare | 10.87% |
| 4 | Consumer Discretionary | 10.04% |
| 5 | Technology | 8.69% |
