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
$3.54B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$119M
2 +$87.6M
3 +$86.9M
4
TT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-745,200