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
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$96.8M
3
+$73.7M
4
SIMO icon
Silicon Motion
SIMO
+$68.4M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$66.6M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$39M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.64M 0.19%
676,824
77
$6.6M 0.18%
659,595
78
$6.3M 0.18%
648,656
79
$6.1M 0.17%
620,914
80
$6.09M 0.17%
621,110
81
$5.78M 0.16%
587,558
+443,168
82
$5.65M 0.16%
573,868
83
$5.6M 0.16%
568,664
84
$5.58M 0.16%
574,259
85
$5.57M 0.16%
569,838
86
$5.54M 0.15%
562,996
87
$5.46M 0.15%
554,504
88
$5.46M 0.15%
555,665
89
$5.45M 0.15%
553,344
90
$5.45M 0.15%
553,344
91
$5.43M 0.15%
557,369
92
$5.32M 0.15%
+535,005
93
$5.29M 0.15%
537,315
94
$5.28M 0.15%
538,863
95
$5.27M 0.15%
+744,545
96
$5.27M 0.15%
536,036
+90,258
97
$5.26M 0.15%
+533,670
98
$5.25M 0.15%
534,028
99
$5.25M 0.15%
536,884
100
$5.23M 0.15%
530,510
+139,870
2 3
4
5 6