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
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.88M 0.22%
+759,189
102
$7.77M 0.21%
+765,517
103
$7.75M 0.21%
780,129
104
$7.66M 0.21%
763,378
+240,296
105
$7.62M 0.21%
758,243
+229,420
106
$7.6M 0.21%
756,166
107
$7.39M 0.2%
731,669
+280,004
108
$7.34M 0.2%
+727,000
109
$7.32M 0.2%
+655,044
110
$7.28M 0.2%
722,710
+200,000
111
$7.25M 0.2%
722,891
+545,471
112
$7.24M 0.2%
717,245
113
$7.21M 0.2%
714,267
114
$7.15M 0.2%
+400,100
115
$7.13M 0.2%
+689,406
116
$7.1M 0.2%
+689,001
117
$7.07M 0.19%
691,407
+638,625
118
$6.9M 0.19%
+682,881
119
$6.84M 0.19%
676,824
120
$6.75M 0.19%
671,144
+500,000
121
$6.68M 0.18%
+662,506
122
$6.63M 0.18%
656,307
+200,000
123
$6.56M 0.18%
+264,759
124
$6.44M 0.18%
+641,371
125
$6.31M 0.17%
+630,193
3 4
5
6 7