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
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.28M 0.17%
621,110
127
$6.27M 0.17%
306
+75
128
$5.97M 0.16%
595,058
129
$5.97M 0.16%
590,881
+36,377
130
$5.96M 0.16%
593,690
+112,782
131
$5.94M 0.16%
589,109
+114,106
132
$5.93M 0.16%
587,501
133
$5.86M 0.16%
+574,185
134
$5.84M 0.16%
580,896
+323,396
135
$5.81M 0.16%
162,200
-162,200
136
$5.69M 0.16%
563,032
+483,261
137
$5.68M 0.16%
566,951
+123,325
138
$5.65M 0.16%
561,839
+528,436
139
$5.63M 0.15%
560,844
140
$5.62M 0.15%
+547,368
141
$5.61M 0.15%
+554,951
142
$5.59M 0.15%
554,911
+333,548
143
$5.56M 0.15%
+7,673
144
$5.49M 0.15%
549,968
145
$5.45M 0.15%
537,265
146
$5.38M 0.15%
535,542
147
$5.37M 0.15%
532,911
+57,500
148
$5.34M 0.15%
+533,953
149
$5.31M 0.15%
+523,800
150
$5.29M 0.15%
+507,000
4 5
6
7 8