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
$2.18B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$89M
2
+$81.4M
3
+$76.2M
4
WTW icon
Willis Towers Watson
WTW
+$69.5M
5
S
Sprint Corporation
S
+$68.3M

Top Sells

1
+$179M
2
+$120M
3
+$88.1M
4
WCG
Wellcare Health Plans, Inc.
WCG
+$87.4M
5
TMUS icon
T-Mobile US
TMUS
+$46M

Sector Composition

1 Financials 19.17%
2 Technology 17.98%
3 Industrials 11.4%
4 Healthcare 10.91%
5 Consumer Discretionary 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-42,200
177
– –
-624,381
178
– –
-1,113,329
179
$0 ﹤0.01%
2
-99,998
180
– –
-150,121
181
– –
-300,000
182
$0 ﹤0.01%
2
-1,399,998
183
$0 ﹤0.01%
2
-749,998
184
– –
-500,000
185
– –
-447,898
186
– –
-500,000
4 5 6 7
8