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WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.07B
1-Year Est. Return 26.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$104M
3
+$67.7M
4
VRNA
Verona Pharma
VRNA
+$50.5M
5
COOP
Mr. Cooper
COOP
+$43.8M

Top Sells

1
+$215M
2
+$95.8M
3
+$70.9M
4
KDK
Kodiak AI
KDK
+$43.4M
5
SKX
Skechers
SKX
+$34M

Sector Composition

1 Financials 43.21%
2 Communication Services 13.94%
3 Industrials 10.54%
4 Technology 8.09%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.54M 0.44%
850,000
+600,000
52
$8.5M 0.44%
850,000
53
$8.32M 0.43%
789,000
+40,000
54
$7.73M 0.4%
722,042
-373,509
55
$7.26M 0.38%
688,140
56
$7.15M 0.37%
+400,627
57
$7.12M 0.37%
700,000
58
$7.04M 0.36%
680,000
59
$6.95M 0.36%
+689,436
60
$6.84M 0.35%
+675,000
61
$6.81M 0.35%
666,477
62
$6.81M 0.35%
678,000
+428,000
63
$6.81M 0.35%
+191,767
64
$6.72M 0.35%
661,800
65
$6.61M 0.34%
633,400
+383,400
66
$6.5M 0.34%
619,817
67
$5.72M 0.3%
569,872
+219,872
68
$5.72M 0.3%
550,000
-300,000
69
$5.6M 0.29%
550,046
+350,046
70
$5.59M 0.29%
+84,129
71
$5.51M 0.29%
+550,000
72
$5.45M 0.28%
532,807
73
$5.32M 0.28%
515,073
-1,900
74
$5.2M 0.27%
+512,000
75
$5.19M 0.27%
483,161
1 2
3
4 5