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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
$1.93B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$104M
3
+$67.7M
4
VRNA
Verona Pharma
VRNA
+$50.5M
5
COOP
Mr. Cooper
COOP
+$43.8M

Top Sells

1
+$215M
2
+$95.8M
3
+$70.9M
4
KDK
Kodiak AI
KDK
+$43.4M
5
SKX
Skechers
SKX
+$34M

Sector Composition

1 Financials 43.21%
2 Communication Services 13.94%
3 Industrials 10.54%
4 Technology 8.09%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.72M 0.19%
366,605
102
$3.7M 0.19%
349,019
103
$3.66M 0.19%
297,000
104
$3.41M 0.18%
325,485
-6,777
105
$3.4M 0.18%
325,000
106
$3.37M 0.17%
+330,000
107
$3.36M 0.17%
331,013
108
$3.15M 0.16%
+300,000
109
$2.99M 0.15%
+300,000
110
$2.94M 0.15%
285,244
-14,756
111
$2.87M 0.15%
+286,000
112
$2.85M 0.15%
+33,000
113
$2.81M 0.15%
275,000
114
$2.74M 0.14%
+275,000
115
$2.69M 0.14%
13,581
+106
116
$2.69M 0.14%
+271,794
117
$2.68M 0.14%
+260,814
118
$2.67M 0.14%
250,000
119
$2.57M 0.13%
+248,852
120
$2.52M 0.13%
+250,000
121
$2.51M 0.13%
+250,000
122
$2.5M 0.13%
+250,000
123
$2.5M 0.13%
79,600
124
$2.49M 0.13%
+250,000
125
$2.44M 0.13%
240,312
3 4
5
6 7