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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
$4.73B
AUM Growth
+$966M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$126M
3
+$119M
4
HRI icon
Herc Holdings
HRI
+$108M
5
TXI
TEXAS INDUSTRIES INC
TXI
+$87.9M

Top Sells

1
+$184M
2
+$101M
3
+$57.4M
4
LNCO
LINNCO LLC COM SHS REPSTG LTD LIABILITY
LNCO
+$49.2M
5
NVS icon
Novartis
NVS
+$39.8M

Sector Composition

1 Communication Services 20.63%
2 Energy 13.82%
3 Real Estate 10.83%
4 Materials 10.36%
5 Healthcare 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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105
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-44,844
106
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107
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-1,701,900
108
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-3,300,327
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115
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-1,135,175
116
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-1,595,998
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5