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
$3.16B
AUM Growth
-$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1 +$149M
2 +$135M
3 +$100M
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$98.9M
5
CTXS
Citrix Systems Inc
CTXS
+$97.3M

Sector Composition

1 Financials 25.99%
2 Technology 22.77%
3 Healthcare 9.01%
4 Communication Services 8.55%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$5.23M 0.14%
534,468
+354,503
102
$5.17M 0.14%
+521,899
103
$5.13M 0.14%
521,107
104
$5.13M 0.14%
527,725
105
$5.13M 0.14%
520,364
106
$5.12M 0.14%
524,698
107
$5.11M 0.14%
522,710
+397,614
108
$5.11M 0.14%
528,823
109
$5.1M 0.14%
520,781
110
$5.09M 0.14%
526,950
111
$5.09M 0.14%
520,292
112
$5.09M 0.14%
513,563
113
$5.08M 0.14%
520,834
114
$5.08M 0.14%
519,756
115
$5.07M 0.14%
515,085
116
$5.07M 0.14%
511,350
+39,512
117
$5.06M 0.14%
517,079
118
$5.06M 0.14%
515,485
119
$5.06M 0.14%
514,957
+256,271
120
$5.06M 0.14%
518,681
121
$5.06M 0.14%
519,218
122
$5.04M 0.14%
508,929
123
$5.04M 0.14%
519,347
124
$5.03M 0.14%
513,602
125
$5.01M 0.14%
513,160