WCMNY
Westchester Capital Management (New York) Portfolio holdings
AUM
$1.71B
1-Year Return
19.36%
This Quarter Return
+1.52%
1 Year Return
+19.36%
3 Year Return
+86.49%
5 Year Return
+273.29%
10 Year Return
+875.92%
AUM
$4.73B
AUM Growth
+$966M
(+26%)
Cap. Flow
+$991M
Cap. Flow
% of AUM
20.95%
Top 10 Holdings %
Top 10 Hldgs %
33.84%
Holding
117
New
28
Increased
39
Reduced
13
Closed
22
Top Buys
| 1 |
FRX
FOREST LABORATORIES INC
FRX
|
+$182M |
| 2 |
JOSB
JOS A BANK CLOTHIERS INC
JOSB
|
+$131M |
| 3 |
SiriusXM
SIRI
|
+$114M |
| 4 |
Herc Holdings
HRI
|
+$107M |
| 5 |
TXI
TEXAS INDUSTRIES INC
TXI
|
+$100M |
Top Sells
| 1 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
+$184M |
| 2 |
LPS
LENDER PROCESSING SERVICES INC
LPS
|
+$101M |
| 3 |
LEAP
LEAP WIRELESS INTERNATIONAL INC NEW
LEAP
|
+$57.4M |
| 4 |
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
|
+$49.2M |
| 5 |
Novartis
NVS
|
+$39.4M |
Sector Composition
| 1 | Communication Services | 20.63% |
| 2 | Energy | 13.82% |
| 3 | Real Estate | 10.83% |
| 4 | Materials | 10.36% |
| 5 | Healthcare | 8.09% |
