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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
$3.06B
AUM Growth
+$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$120M
3
+$111M
4
RAI
Reynolds American Inc
RAI
+$101M
5
LLTC
Linear Technology Corp
LLTC
+$98.2M

Top Sells

1
+$215M
2
+$192M
3
+$155M
4
PG icon
Procter & Gamble
PG
+$89.7M
5
CPGX
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
+$67.3M

Sector Composition

1 Technology 19.45%
2 Materials 15.31%
3 Energy 13.79%
4 Financials 10.33%
5 Healthcare 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-25,000
77
– –
-2,759,216
78
– –
-699,409
79
– –
-180,350
80
– –
-2,612,978
81
– –
-1,126,417
82
– –
-996,820
83
– –
0
84
– –
0
85
– –
-17,502
86
– –
-4,352,314
1 2 3
4