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
$2.34B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$77.4M
3
+$67.2M
4
CHX
ChampionX
CHX
+$56M
5
SWN
Southwestern Energy Company
SWN
+$54.5M

Top Sells

1
+$324M
2
+$41.2M
3
+$38.6M
4
SP
SP Plus Corporation
SP
+$26.9M
5
JNPR
Juniper Networks
JNPR
+$21.9M

Sector Composition

1 Energy 20.51%
2 Financials 16.65%
3 Healthcare 15.63%
4 Industrials 9.86%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.95M 0.26%
630,495
-25,659
52
$6.73M 0.25%
201,100
+177,700
53
$6.38M 0.24%
568,036
54
$6.2M 0.23%
280,100
+178,100
55
$6.19M 0.23%
+282,181
56
$6.07M 0.23%
545,599
57
$5.86M 0.22%
516,655
58
$5.85M 0.22%
525,044
59
$5.69M 0.21%
489,675
60
$5.29M 0.2%
471,296
61
$5.06M 0.19%
442,691
-1,146,941
62
$5.02M 0.19%
485,410
63
$4.98M 0.19%
439,857
64
$4.96M 0.19%
467,722
-69,278
65
$4.93M 0.19%
430,944
-267,906
66
$4.9M 0.18%
423,090
67
$4.83M 0.18%
450,000
68
$4.81M 0.18%
422,226
-39,924
69
$4.63M 0.17%
404,092
-47,618
70
$4.54M 0.17%
438,641
71
$4.38M 0.16%
399,000
72
$4.19M 0.16%
398,031
73
$4.13M 0.16%
334,286
-31,486
74
$3.88M 0.15%
+383,161
75
$3.85M 0.14%
+378,936
1 2
3
4 5