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
176
$1.4M 0.04%
6,885
-17,140
177
$1.35M 0.04%
+137,920
178
$1.31M 0.04%
125,973
-278,885
179
$1.31M 0.04%
+130,441
180
$1.27M 0.04%
+127,721
181
$1.26M 0.03%
29,492
-139,365
182
$1.25M 0.03%
+125,000
183
$1.24M 0.03%
372,802
184
$1.23M 0.03%
124,998
185
$1.22M 0.03%
89,385
186
$1.18M 0.03%
+83,500
187
$1.17M 0.03%
+118,334
188
$1.15M 0.03%
105,405
189
$1.14M 0.03%
13,815
-18,929
190
$1.09M 0.03%
+109,000
191
$1.02M 0.03%
+100,000
192
$1.02M 0.03%
+67,400
193
$1.02M 0.03%
100,500
194
$1.02M 0.03%
22,764
195
$1.01M 0.03%
+100,242
196
$1.01M 0.03%
+100,000
197
$1.01M 0.03%
+100,000
198
$1.01M 0.03%
100,000
199
$998K 0.03%
+100,000
200
$996K 0.03%
+100,000
6 7
8
9 10