WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.13B
1-Year Est. Return 33.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.49B
AUM Growth
-$797M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$162M
3
+$96.2M
4
JCI icon
Johnson Controls International
JCI
+$93.5M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$84.9M

Top Sells

1
+$229M
2
+$220M
3
+$190M
4
FDO
FAMILY DOLLAR STORES
FDO
+$174M
5
PLL
PALL CORP
PLL
+$149M

Sector Composition

1 Communication Services 15.24%
2 Financials 14.77%
3 Industrials 13.63%
4 Energy 10.75%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-4
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115
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120
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0
122
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-1,199,728
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0
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5