WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $1.71B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$89M
2
+$81.4M
3
+$76.2M
4
WTW icon
Willis Towers Watson
WTW
+$69.5M
5
S
Sprint Corporation
S
+$68.3M

Top Sells

1
+$179M
2
+$120M
3
+$88.1M
4
WCG
Wellcare Health Plans, Inc.
WCG
+$87.4M
5
TMUS icon
T-Mobile US
TMUS
+$46M

Sector Composition

1 Financials 19.17%
2 Technology 17.98%
3 Industrials 11.4%
4 Healthcare 10.91%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1M 0.04%
+100,000
102
$972K 0.04%
+100,250
103
$962K 0.04%
+50,800
104
$847K 0.03%
114,183
105
$759K 0.03%
+76,088
106
$754K 0.03%
73,565
107
$720K 0.03%
+12,400
108
$642K 0.02%
19,161
-49,878
109
$571K 0.02%
177,272
110
$551K 0.02%
+1,807
111
$504K 0.02%
+265,080
112
$498K 0.02%
+50,000
113
$461K 0.02%
57,771
114
$449K 0.02%
38,655
115
$392K 0.01%
+700,497
116
$360K 0.01%
399,999
117
$350K 0.01%
333,332
118
$337K 0.01%
675,519
119
$332K 0.01%
33,190
120
$325K 0.01%
499,999
121
$324K 0.01%
28,636
122
$313K 0.01%
802,100
+3,000
123
$280K 0.01%
399,999
124
$274K 0.01%
98,040
125
$224K 0.01%
+375,995
3 4
5
6 7