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
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$96.8M
3
+$73.7M
4
SIMO icon
Silicon Motion
SIMO
+$68.4M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$66.6M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$39M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.95M 0.14%
513,602
127
$4.93M 0.14%
495,273
+2,203
128
$4.92M 0.14%
503,300
129
$4.9M 0.14%
497,992
130
$4.89M 0.14%
499,911
131
$4.85M 0.14%
496,452
132
$4.85M 0.14%
496,494
133
$4.83M 0.13%
487,080
134
$4.8M 0.13%
499,864
135
$4.79M 0.13%
487,476
136
$4.76M 0.13%
481,692
137
$4.73M 0.13%
480,558
138
$4.7M 0.13%
480,098
139
$4.68M 0.13%
467,545
+296,045
140
$4.66M 0.13%
475,411
141
$4.65M 0.13%
+464,869
142
$4.65M 0.13%
466,906
143
$4.63M 0.13%
+231
144
$4.63M 0.13%
472,908
+279,813
145
$4.62M 0.13%
457,315
146
$4.61M 0.13%
467,627
147
$4.6M 0.13%
463,451
148
$4.58M 0.13%
+458,365
149
$4.58M 0.13%
933
150
$4.58M 0.13%
466,255
4 5
6
7 8