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
$1.72B
AUM Growth
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$42.2M
2
+$41.3M
3
+$30.1M
4
FYBR icon
Frontier Communications
FYBR
+$28.7M
5
ARCH
Arch Resources, Inc.
ARCH
+$28.1M

Top Sells

1
+$115M
2
+$101M
3
+$95.4M
4
CTLT
CATALENT, INC.
CTLT
+$87.6M
5
AMED
Amedisys
AMED
+$84.3M

Sector Composition

1 Financials 21.52%
2 Energy 19.32%
3 Technology 14.37%
4 Communication Services 12.69%
5 Materials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.32M 0.23%
+433,000
52
$4.31M 0.23%
426,894
53
$4.25M 0.23%
+366,348
54
$4.24M 0.23%
418,365
55
$4.02M 0.22%
+400,000
56
$4M 0.22%
+398,000
57
$3.96M 0.22%
378,936
58
$3.94M 0.21%
383,161
59
$3.78M 0.21%
375,000
60
$3.68M 0.2%
+367,500
61
$3.54M 0.19%
349,019
62
$3.5M 0.19%
+350,000
63
$3.4M 0.18%
+336,539
64
$3.39M 0.18%
297,000
-92,400
65
$3.25M 0.18%
+263,308
66
$3.13M 0.17%
275,515
-24,485
67
$3.05M 0.17%
288,212
68
$2.99M 0.16%
+300,000
69
$2.99M 0.16%
+300,000
70
$2.97M 0.16%
250,000
71
$2.87M 0.16%
+286,180
72
$2.78M 0.15%
+280,000
73
$2.64M 0.14%
34,600
-20,000
74
$2.58M 0.14%
219,633
75
$2.56M 0.14%
+250,000
1 2
3
4 5