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WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.07B
1-Year Est. Return 26.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$104M
3
+$67.7M
4
VRNA
Verona Pharma
VRNA
+$50.5M
5
COOP
Mr. Cooper
COOP
+$43.8M

Top Sells

1
+$215M
2
+$95.8M
3
+$70.9M
4
KDK
Kodiak AI
KDK
+$43.4M
5
SKX
Skechers
SKX
+$34M

Sector Composition

1 Financials 43.21%
2 Communication Services 13.94%
3 Industrials 10.54%
4 Technology 8.09%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.44M 0.13%
+240,000
127
$2.26M 0.12%
214,157
128
$2.17M 0.11%
+210,630
129
$2.08M 0.11%
+200,000
130
$2.08M 0.11%
200,000
131
$2.07M 0.11%
200,000
132
$2.06M 0.11%
200,000
133
$2.04M 0.11%
+200,000
134
$2.03M 0.11%
200,000
135
$2.02M 0.1%
61,901
-37,284
136
$2.01M 0.1%
200,000
137
$1.99M 0.1%
+200,000
138
$1.89M 0.1%
170,000
139
$1.76M 0.09%
175,000
140
$1.75M 0.09%
+175,000
141
$1.75M 0.09%
+175,000
142
$1.57M 0.08%
150,000
143
$1.53M 0.08%
150,000
144
$1.53M 0.08%
+150,920
145
$1.52M 0.08%
130,274
146
$1.52M 0.08%
123,412
147
$1.5M 0.08%
+150,000
148
$1.46M 0.08%
132,996
149
$1.43M 0.07%
+142,813
150
$1.4M 0.07%
135,300
4 5
6
7 8