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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
$2.29B
AUM Growth
+$348M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$189M
2
+$126M
3
+$96.7M
4
WP
Worldpay, Inc.
WP
+$90.4M
5
CELG
Celgene Corp
CELG
+$88.3M

Top Sells

1
+$231M
2
+$86.2M
3
+$84M
4
VLP
Valero Energy Partners LP
VLP
+$64.7M
5
NXTM
NxStage Medical Inc.
NXTM
+$64.4M

Sector Composition

1 Technology 26.91%
2 Communication Services 16.66%
3 Materials 12.66%
4 Industrials 10.16%
5 Financials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-367,110
127
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-4,829,449
128
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-375,527
129
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-526,162
130
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-2,250,824
131
– –
-581,204
132
– –
-981,835
133
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-145,623
134
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-693,580
135
– –
-4,780,375
136
– –
-1,250,000
137
– –
-876,725
138
– –
0
139
– –
-1
140
– –
0
141
– –
-118,020
142
– –
0
2 3 4 5
6