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
$3.76B
AUM Growth
+$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$209M
2 +$97.9M
3 +$94.9M
4
LPS
LENDER PROCESSING SERVICES INC
LPS
+$94.9M
5
OIS icon
Oil States International
OIS
+$93.6M

Top Sells

1 +$170M
2 +$158M
3 +$156M
4
NVE
NV ENERGY, INC
NVE
+$133M
5
MOLXA
MOLEX INC CL-A
MOLXA
+$129M

Sector Composition

1 Communication Services 18.16%
2 Energy 16.99%
3 Real Estate 10.75%
4 Materials 8.6%
5 Industrials 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-430,000
102
-3,341,759
103
-2,504,778
104
-818,297
105
-1,048,245
106
-1,366,168
107
-1,747,600
108
-1,653,068
109
-3,375,323