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
$3.17B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$81.4M
3
+$79.8M
4
CLDR
Cloudera, Inc.
CLDR
+$63.2M
5
KSU
Kansas City Southern
KSU
+$52.9M

Top Sells

1
+$275M
2
+$255M
3
+$208M
4
MXIM
Maxim Integrated Products
MXIM
+$207M
5
PFPT
Proofpoint, Inc.
PFPT
+$126M

Sector Composition

1 Financials 16.5%
2 Healthcare 14.35%
3 Technology 13.89%
4 Industrials 12.2%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.78M 0.05%
179,965
+159,965
177
$1.73M 0.05%
175,000
178
$1.7M 0.05%
171,127
179
$1.67M 0.05%
168,100
180
$1.66M 0.05%
+168,888
181
$1.56M 0.05%
140,662
182
$1.53M 0.04%
149,838
183
$1.49M 0.04%
150,000
184
$1.49M 0.04%
150,000
185
$1.49M 0.04%
150,000
186
$1.49M 0.04%
+149,985
187
$1.48M 0.04%
150,000
188
$1.48M 0.04%
150,000
189
$1.46M 0.04%
+150,000
190
$1.46M 0.04%
150,000
191
$1.45M 0.04%
+148,007
192
$1.41M 0.04%
144,390
+6,470
193
$1.38M 0.04%
+142,181
194
$1.33M 0.04%
118,187
195
$1.32M 0.04%
134,574
+6,853
196
$1.28M 0.04%
125,000
197
$1.28M 0.04%
126,578
198
$1.24M 0.04%
89,385
199
$1.23M 0.04%
124,998
200
$1.2M 0.03%
6,287
6 7
8
9 10