WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.13B
1-Year Est. Return 33.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$49.6M
3
+$48.3M
4
ATCO
Atlas Corp.
ATCO
+$47.8M
5
AUY
Yamana Gold, Inc.
AUY
+$43.2M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.29M 0.15%
+515,511
152
$5.26M 0.15%
520,364
153
$5.24M 0.15%
+505,247
154
$5.21M 0.15%
526,950
155
$5.21M 0.15%
518,681
156
$5.19M 0.15%
502,669
+37,800
157
$5.13M 0.15%
508,929
158
$5.11M 0.15%
509,504
159
$5.08M 0.15%
+503,354
160
$5.07M 0.15%
495,177
+307,900
161
$5.05M 0.15%
513,602
162
$5.04M 0.15%
503,433
+150,563
163
$4.9M 0.14%
+486,699
164
$4.89M 0.14%
482,890
+150,000
165
$4.86M 0.14%
+72,633
166
$4.82M 0.14%
+469,981
167
$4.81M 0.14%
+467,000
168
$4.8M 0.14%
485,957
+6,800
169
$4.8M 0.14%
474,819
170
$4.78M 0.14%
468,100
171
$4.78M 0.14%
475,245
+148,238
172
$4.77M 0.14%
467,545
173
$4.76M 0.14%
478,111
174
$4.76M 0.14%
466,906
175
$4.75M 0.14%
463,451
5 6
7
8 9