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
$2.08B
AUM Growth
+$44.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$80.4M
2 +$57.8M
3 +$51.6M
4
ORIG
Ocean Rig UDW Inc. Class A Common Shares
ORIG
+$43.9M
5
ANDV
Andeavor
ANDV
+$43.6M

Top Sells

1 +$104M
2 +$101M
3 +$56.1M
4
KDP icon
Keurig Dr Pepper
KDP
+$49.1M
5
ILG
ILG, Inc Common Stock
ILG
+$47.1M

Sector Composition

1 Technology 23.62%
2 Communication Services 12.85%
3 Financials 11.1%
4 Healthcare 10.03%
5 Materials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-337,755
127
-450,727
128
-184,998
129
-794,301
130
-11,194