We are live on ! Find out more
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
$2.12B
AUM Growth
+$98.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$88M
2
+$82.6M
3
+$54.7M
4
XL
XL Group Ltd.
XL
+$44.2M
5
ORBK
Orbotech Ltd
ORBK
+$43.2M

Top Sells

1
+$94.4M
2
+$88.3M
3
+$84.6M
4
CPN
Calpine Corporation
CPN
+$63.4M
5
BDX icon
Becton Dickinson
BDX
+$53.9M

Sector Composition

1 Technology 35.92%
2 Communication Services 19.66%
3 Materials 9.68%
4 Financials 7.14%
5 Consumer Staples 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
0
102
– –
-652,920
103
– –
-4,188,231
104
– –
-1,105,345
105
– –
-378,094
106
– –
-806,805
107
– –
-256,894
108
– –
0
109
– –
-579,500
110
– –
0
111
– –
0
112
– –
-257,988
113
– –
-184,200
114
– –
0
115
– –
-121,585
116
– –
-104,448
117
– –
-244,761
1 2 3 4
5