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
176
$4.73M 0.14%
+468,229
177
$4.73M 0.14%
469,048
178
$4.72M 0.14%
72,594
-1,000,624
179
$4.71M 0.14%
+466,560
180
$4.69M 0.14%
933
181
$4.68M 0.14%
458,365
182
$4.68M 0.13%
454,122
+222,646
183
$4.67M 0.13%
+465,836
184
$4.67M 0.13%
+468,060
185
$4.66M 0.13%
457,571
186
$4.66M 0.13%
466,255
187
$4.66M 0.13%
+460,455
188
$4.62M 0.13%
449,959
189
$4.56M 0.13%
+448,496
190
$4.54M 0.13%
+449,664
191
$4.53M 0.13%
442,127
192
$4.52M 0.13%
449,785
193
$4.5M 0.13%
+22,362
194
$4.49M 0.13%
440,701
+399,998
195
$4.49M 0.13%
+218
196
$4.48M 0.13%
+449,500
197
$4.46M 0.13%
440,725
198
$4.43M 0.13%
433,979
199
$4.41M 0.13%
+91,629
200
$4.4M 0.13%
439,000
+200,000
6 7
8
9 10