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
$3.17B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$81.4M
3
+$79.8M
4
CLDR
Cloudera, Inc.
CLDR
+$63.2M
5
KSU
Kansas City Southern
KSU
+$52.9M

Top Sells

1
+$275M
2
+$255M
3
+$208M
4
MXIM
Maxim Integrated Products
MXIM
+$207M
5
PFPT
Proofpoint, Inc.
PFPT
+$126M

Sector Composition

1 Financials 16.5%
2 Healthcare 14.35%
3 Technology 13.89%
4 Industrials 12.2%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.07M 0.09%
300,000
127
$3.06M 0.09%
+300,000
128
$3.04M 0.09%
305,930
+214,440
129
$3.02M 0.09%
153,259
130
$3M 0.09%
+302,935
131
$2.98M 0.09%
300,000
132
$2.98M 0.09%
299,996
133
$2.94M 0.08%
14,711
-6,336
134
$2.93M 0.08%
292,250
135
$2.93M 0.08%
+300,000
136
$2.91M 0.08%
299,020
-4,582
137
$2.86M 0.08%
+286,278
138
$2.79M 0.08%
+280,992
139
$2.77M 0.08%
277,370
140
$2.54M 0.07%
250,000
141
$2.5M 0.07%
250,000
142
$2.5M 0.07%
+250,000
143
$2.49M 0.07%
250,000
144
$2.47M 0.07%
250,000
145
$2.46M 0.07%
250,000
146
$2.44M 0.07%
+250,000
147
$2.43M 0.07%
250,000
148
$2.33M 0.07%
239,000
149
$2.31M 0.07%
231,716
+10,476
150
$2.25M 0.06%
+225,000
4 5
6
7 8