WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $1.93B
1-Year Est. Return 24.34%
This Quarter Est. Return
1 Year Est. Return
+24.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.83B
AUM Growth
+$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$83.6M
3
+$81.1M
4
ZAYO
Zayo Group Holdings, Inc.
ZAYO
+$77.2M
5
APU
AmeriGas Partners, L.P.
APU
+$68.8M

Top Sells

1
+$134M
2
+$98.1M
3
+$49.2M
4
DIS icon
Walt Disney
DIS
+$42.1M
5
DELL icon
Dell
DELL
+$32.1M

Sector Composition

1 Technology 22.31%
2 Communication Services 11.8%
3 Industrials 10.59%
4 Consumer Discretionary 8.63%
5 Financials 7.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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