WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.13B
1-Year Est. Return 33.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.53B
AUM Growth
-$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$86.6M
2
+$58.5M
3
+$49.6M
4
MAR icon
Marriott International
MAR
+$49.3M
5
FTI icon
TechnipFMC
FTI
+$47.8M

Top Sells

1
+$236M
2
+$210M
3
+$207M
4
JAH
JARDEN CORPORATION
JAH
+$158M
5
GM icon
General Motors
GM
+$82.1M

Sector Composition

1 Technology 17%
2 Materials 15.42%
3 Energy 14.96%
4 Communication Services 12.06%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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