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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
$2.02B
AUM Growth
-$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$67.3M
2
+$67.3M
3
+$54M
4
GGP
GGP Inc.
GGP
+$49.5M
5
TWX
Time Warner Inc
TWX
+$45.9M

Top Sells

1
+$184M
2
+$113M
3
+$83.2M
4
ABCO
Advisory Board Co
ABCO
+$79.5M
5
FIG
Fortress Investment Group Llc
FIG
+$61.9M

Sector Composition

1 Technology 29.15%
2 Communication Services 22.69%
3 Materials 13.36%
4 Financials 5.43%
5 Healthcare 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-31,832
102
– –
-569,722
103
– –
-7,770,719
104
– –
-1,482,625
105
– –
-575,106
106
– –
-150,789
107
– –
-291,587
108
– –
-87,404
109
– –
-1,030,000
1 2 3 4
5