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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
$1.93B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$104M
3
+$67.7M
4
VRNA
Verona Pharma
VRNA
+$50.5M
5
COOP
Mr. Cooper
COOP
+$43.8M

Top Sells

1
+$215M
2
+$95.8M
3
+$70.9M
4
KDK
Kodiak AI
KDK
+$43.4M
5
SKX
Skechers
SKX
+$34M

Sector Composition

1 Financials 43.21%
2 Communication Services 13.94%
3 Industrials 10.54%
4 Technology 8.09%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.12M 0.27%
+478,039
77
$5.05M 0.26%
+508,100
78
$5.04M 0.26%
500,000
79
$5M 0.26%
+500,000
80
$4.99M 0.26%
+195,700
81
$4.97M 0.26%
+500,000
82
$4.96M 0.26%
+500,000
83
$4.96M 0.26%
+500,000
84
$4.73M 0.25%
+475,000
85
$4.58M 0.24%
450,000
+200,000
86
$4.55M 0.24%
443,000
87
$4.49M 0.23%
433,174
-82,963
88
$4.46M 0.23%
424,707
89
$4.46M 0.23%
+445,112
90
$4.3M 0.22%
+652,571
91
$4.27M 0.22%
+425,000
92
$4.19M 0.22%
404,900
93
$4.18M 0.22%
418,265
-17,941
94
$4.16M 0.22%
400,000
95
$4.16M 0.22%
398,000
96
$4.04M 0.21%
+400,000
97
$4.01M 0.21%
384,654
98
$3.94M 0.2%
376,362
99
$3.83M 0.2%
367,500
100
$3.75M 0.19%
188,103
+107,946
2 3
4
5 6