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
$3.35B
AUM Growth
+$676M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$116M
3
+$78.7M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$75.9M
5
CLGX
Corelogic, Inc.
CLGX
+$74.3M

Top Sells

1
+$186M
2
+$134M
3
+$88.4M
4
NGHC
National General Holdings Corp
NGHC
+$69.1M
5
VRTU
Virtusa Corporation
VRTU
+$48.9M

Sector Composition

1 Financials 17.3%
2 Healthcare 12.22%
3 Technology 11.37%
4 Consumer Discretionary 7.12%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.98M 0.08%
+299,996
127
$2.92M 0.08%
+292,250
128
$2.84M 0.08%
+243,242
129
$2.83M 0.08%
270,000
130
$2.8M 0.08%
+277,370
131
$2.79M 0.08%
274,425
+214,425
132
$2.61M 0.07%
42,600
+11,000
133
$2.57M 0.07%
250,882
-30,441
134
$2.49M 0.07%
+250,000
135
$2.48M 0.07%
+250,000
136
$2.48M 0.07%
+250,000
137
$2.48M 0.07%
+250,000
138
$2.4M 0.07%
+235,374
139
$2.35M 0.07%
+239,000
140
$2.35M 0.06%
164,534
141
$2.22M 0.06%
+221,942
142
$2.21M 0.06%
+221,240
143
$2.17M 0.06%
214,446
144
$2.11M 0.06%
21,700
+13,400
145
$2.1M 0.06%
10,516
-30,443
146
$2.05M 0.06%
+200,000
147
$2.03M 0.06%
+196,735
148
$2.01M 0.06%
+200,000
149
$2M 0.06%
+200,000
150
$2M 0.06%
+200,000
4 5
6
7 8