WCMNY
Westchester Capital Management (New York) Portfolio holdings
AUM
$1.71B
This Quarter Return
+9.15%
1 Year Return
+19.36%
3 Year Return
+86.49%
5 Year Return
+273.29%
10 Year Return
+875.92%
AUM
$1.73B
AUM Growth
+$1.73B
(+0.23%)
Cap. Flow
-$63.4M
Cap. Flow
% of AUM
-3.68%
Top 10 Holdings %
Top 10 Hldgs %
55.37%
Holding
214
New
52
Increased
31
Reduced
15
Closed
49
Top Buys
| 1 |
DFS
Discover Financial Services
DFS
|
$84.2M |
| 2 |
ITCI
Intra-Cellular Therapies Inc.
ITCI
|
$60.7M |
| 3 |
BECN
Beacon Roofing Supply, Inc.
BECN
|
$60.2M |
| 4 |
AZEK
The AZEK Co
AZEK
|
$40.9M |
| 5 |
HEES
H&E Equipment Services
HEES
|
$34.9M |
Top Sells
Sector Composition
| 1 | Financials | 33.28% |
| 2 | Energy | 20.85% |
| 3 | Materials | 8.22% |
| 4 | Consumer Staples | 8.13% |
| 5 | Industrials | 8.02% |
