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
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.1M 0.28%
995,805
+747,500
77
$9.84M 0.27%
976,336
+437,881
78
$9.81M 0.27%
+970,238
79
$9.62M 0.26%
+184,265
80
$9.41M 0.26%
932,162
+363,498
81
$9.23M 0.25%
+917,866
82
$9.22M 0.25%
926,662
+146,429
83
$9.16M 0.25%
883,495
+794,841
84
$9.08M 0.25%
886,610
+405,807
85
$8.94M 0.25%
887,751
+359,360
86
$8.91M 0.24%
+524,900
87
$8.86M 0.24%
+862,104
88
$8.85M 0.24%
1,752,830
+355,030
89
$8.82M 0.24%
872,393
+649,032
90
$8.68M 0.24%
839,833
+485,328
91
$8.61M 0.24%
854,154
+289,285
92
$8.39M 0.23%
217,286
93
$8.35M 0.23%
830,112
94
$8.31M 0.23%
+824,191
95
$8.29M 0.23%
821,123
+271,511
96
$8.07M 0.22%
811,913
97
$8.02M 0.22%
791,468
+277,760
98
$8M 0.22%
792,314
+262,092
99
$7.98M 0.22%
796,156
+140,000
100
$7.9M 0.22%
+762,210
2 3
4
5 6