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
$3.35B
AUM Growth
+$676M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
413
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$116M
3
+$78.7M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$75.9M
5
CLGX
Corelogic, Inc.
CLGX
+$74.3M

Top Sells

1
+$186M
2
+$134M
3
+$88.4M
4
NGHC
National General Holdings Corp
NGHC
+$69.1M
5
VRTU
Virtusa Corporation
VRTU
+$48.9M

Sector Composition

1 Financials 17.3%
2 Healthcare 12.22%
3 Technology 11.37%
4 Consumer Discretionary 7.12%
5 Communication Services 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2M 0.06%
+200,000
152
$2M 0.06%
123,574
153
$1.99M 0.06%
6,667
154
$1.98M 0.05%
+200,000
155
$1.93M 0.05%
+193,403
156
$1.93M 0.05%
190,300
-9,700
157
$1.91M 0.05%
+191,050
158
$1.91M 0.05%
+192,923
159
$1.9M 0.05%
+189,546
160
$1.88M 0.05%
+190,220
161
$1.8M 0.05%
+183,754
162
$1.73M 0.05%
+175,000
163
$1.72M 0.05%
+175,000
164
$1.71M 0.05%
+171,127
165
$1.67M 0.05%
+168,100
166
$1.54M 0.04%
+155,726
167
$1.5M 0.04%
+150,000
168
$1.5M 0.04%
+150,000
169
$1.49M 0.04%
+150,000
170
$1.48M 0.04%
+150,000
171
$1.48M 0.04%
+150,000
172
$1.48M 0.04%
+150,000
173
$1.48M 0.04%
+150,000
174
$1.45M 0.04%
+146,054
175
$1.44M 0.04%
12,220
5 6
7
8 9