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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
$5.02B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$137M
3
+$123M
4
AGN
Allergan Inc
AGN
+$120M
5
PARA
Paramount Global Class B
PARA
+$88.6M

Top Sells

1
+$252M
2
+$131M
3
+$115M
4
HRI icon
Herc Holdings
HRI
+$107M
5
LO
LORILLARD INC COM STK
LO
+$79.7M

Sector Composition

1 Healthcare 15.44%
2 Communication Services 14.6%
3 Materials 11.45%
4 Energy 11.4%
5 Real Estate 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-3,464,586
102
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0
103
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-747,266
104
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-1,954
105
– –
-451,410
106
– –
-1,603,286
107
– –
-1,433,664
108
– –
0
109
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-5,315,247
110
– –
-284,036
111
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-273,076
112
– –
-1,782,255
113
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-2,038,097
114
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-132,490
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5