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
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$139M
2
+$95.3M
3
+$78M
4
SIMO icon
Silicon Motion
SIMO
+$68.8M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$64.3M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$37.2M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.21M 0.16%
534,468
102
$5.18M 0.16%
521,899
103
$5.15M 0.16%
520,364
104
$5.15M 0.16%
521,107
105
$5.12M 0.16%
528,823
106
$5.11M 0.16%
520,781
107
$5.11M 0.16%
522,710
108
$5.11M 0.16%
520,834
109
$5.1M 0.16%
526,950
110
$5.1M 0.16%
519,756
111
$5.09M 0.16%
513,563
112
$5.09M 0.16%
511,350
113
$5.08M 0.16%
518,681
114
$5.08M 0.16%
517,079
115
$5.08M 0.16%
520,292
116
$5.07M 0.16%
+511,945
117
$5.06M 0.16%
524,698
118
$5.06M 0.16%
519,218
119
$5.06M 0.16%
519,347
120
$5.05M 0.16%
514,957
121
$5.05M 0.16%
515,485
122
$5.01M 0.16%
513,160
123
$5M 0.16%
509,504
124
$4.98M 0.16%
508,929
125
$4.96M 0.15%
503,207
3 4
5
6 7