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
176
$3.85M 0.11%
387,953
177
$3.76M 0.11%
400,000
178
$3.73M 0.1%
379,632
+38,641
179
$3.69M 0.1%
376,227
+1,100
180
$3.58M 0.1%
365,802
181
$3.5M 0.1%
356,423
182
$3.44M 0.1%
245,851
-140,020
183
$3.43M 0.1%
350,000
184
$3.34M 0.09%
339,028
185
$3.34M 0.09%
340,524
186
$3.3M 0.09%
+323,482
187
$3.24M 0.09%
332,890
+28,284
188
$3.2M 0.09%
+325,542
189
$3.15M 0.09%
320,000
190
$3.1M 0.09%
+314,836
191
$2.99M 0.08%
301,241
192
$2.97M 0.08%
304,861
193
$2.94M 0.08%
300,000
194
$2.94M 0.08%
300,000
195
$2.92M 0.08%
299,996
196
$2.87M 0.08%
+292,250
197
$2.85M 0.08%
+288,842
198
$2.82M 0.08%
292,803
199
$2.82M 0.08%
291,288
+181,576
200
$2.82M 0.08%
286,850
6 7
8
9 10