WCMNY
Westchester Capital Management (New York) Portfolio holdings
AUM
$1.71B
1-Year Return
19.36%
This Quarter Return
+6.63%
1 Year Return
+19.36%
3 Year Return
+86.49%
5 Year Return
+273.29%
10 Year Return
+875.92%
AUM
$3.54B
AUM Growth
+$279M
(+8.6%)
Cap. Flow
+$132M
Cap. Flow
% of AUM
3.74%
Top 10 Holdings %
Top 10 Hldgs %
39.35%
Holding
105
New
21
Increased
20
Reduced
16
Closed
28
Top Buys
Top Sells
| 1 |
FON
SPRINT CORP FON COM
FON
|
$119M |
| 2 |
Oil States International
OIS
|
$87.6M |
| 3 |
SFD
SMITHFIELD FOODS,INC
SFD
|
$86.9M |
| 4 |
Trane Technologies
TT
|
$84.7M |
| 5 |
BMC
BMC SOFTWARE, INC
BMC
|
$72.8M |
Sector Composition
| 1 | Energy | 16.08% |
| 2 | Healthcare | 9.13% |
| 3 | Financials | 9.05% |
| 4 | Communication Services | 7.21% |
| 5 | Consumer Discretionary | 6.7% |