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
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$96.8M
3
+$73.7M
4
SIMO icon
Silicon Motion
SIMO
+$68.4M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$66.6M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$39M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.58M 0.13%
470,094
152
$4.58M 0.13%
+466,819
153
$4.57M 0.13%
467,185
154
$4.52M 0.13%
464,317
155
$4.5M 0.13%
+458,188
156
$4.47M 0.12%
449,959
157
$4.47M 0.12%
456,307
158
$4.42M 0.12%
444,993
159
$4.42M 0.12%
451,408
160
$4.41M 0.12%
450,000
161
$4.36M 0.12%
444,757
162
$4.36M 0.12%
443,786
163
$4.35M 0.12%
+442,020
164
$4.34M 0.12%
440,725
165
$4.32M 0.12%
141,935
-8,061
166
$4.17M 0.12%
419,161
167
$4.16M 0.12%
426,930
168
$4.09M 0.11%
415,204
+50,000
169
$4.08M 0.11%
414,265
170
$4.05M 0.11%
+409,726
171
$4M 0.11%
112,927
172
$4M 0.11%
400,000
173
$4M 0.11%
393,327
-38,800
174
$4M 0.11%
405,720
175
$3.97M 0.11%
400,000
5 6
7
8 9