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
$3.17B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$81.4M
3
+$79.8M
4
CLDR
Cloudera, Inc.
CLDR
+$63.2M
5
KSU
Kansas City Southern
KSU
+$52.9M

Top Sells

1
+$275M
2
+$255M
3
+$208M
4
MXIM
Maxim Integrated Products
MXIM
+$207M
5
PFPT
Proofpoint, Inc.
PFPT
+$126M

Sector Composition

1 Financials 16.5%
2 Healthcare 14.35%
3 Technology 13.89%
4 Industrials 12.2%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.57M 0.16%
+565,380
77
$5.56M 0.16%
564,998
78
$5.56M 0.16%
56,096
-14,672
79
$5.55M 0.16%
569,318
+9,804
80
$5.54M 0.16%
+560,640
81
$5.49M 0.16%
564,090
+9,576
82
$5.45M 0.16%
548,090
+9,325
83
$5.42M 0.16%
557,319
84
$5.38M 0.15%
+197,710
85
$5.37M 0.15%
549,524
+9,794
86
$5.37M 0.15%
549,985
87
$5.33M 0.15%
537,315
88
$5.28M 0.15%
538,863
+8,488
89
$5.18M 0.15%
534,028
+9,058
90
$5.12M 0.15%
511,101
91
$5.04M 0.15%
+513,602
92
$5.03M 0.15%
+116
93
$5.03M 0.14%
+504,884
94
$5.02M 0.14%
+503,207
95
$5.02M 0.14%
+515,485
96
$4.98M 0.14%
+503,300
97
$4.95M 0.14%
495,468
-4,526
98
$4.94M 0.14%
496,494
+5,255
99
$4.89M 0.14%
486,251
+56,784
100
$4.82M 0.14%
481,053
+5,511
2 3
4
5 6