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
$2.23B
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$114M
3
+$97.6M
4
LPT
Liberty Property Trust
LPT
+$88.1M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$70.6M

Top Sells

1
+$207M
2
+$167M
3
+$159M
4
AABA
Altaba Inc
AABA
+$143M
5
VSM
Versum Materials, Inc.
VSM
+$137M

Sector Composition

1 Communication Services 17.53%
2 Healthcare 16.15%
3 Consumer Discretionary 10.13%
4 Technology 9.62%
5 Industrials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6
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