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
$2.34B
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$77.4M
3
+$67.2M
4
CHX
ChampionX
CHX
+$56M
5
SWN
Southwestern Energy Company
SWN
+$54.5M

Top Sells

1
+$324M
2
+$41.2M
3
+$38.6M
4
SP
SP Plus Corporation
SP
+$26.9M
5
JNPR
Juniper Networks
JNPR
+$21.9M

Sector Composition

1 Energy 20.51%
2 Financials 16.65%
3 Healthcare 15.63%
4 Industrials 9.86%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.32K ﹤0.01%
232,918
177
$8.53K ﹤0.01%
+243,606
178
$8.42K ﹤0.01%
83,331
179
$8.27K ﹤0.01%
65,618
180
$7.6K ﹤0.01%
281,449
181
$7.5K ﹤0.01%
100,000
182
$7.27K ﹤0.01%
37,500
183
$6.02K ﹤0.01%
64,998
184
$5.83K ﹤0.01%
224,994
185
$5.43K ﹤0.01%
83,333
186
$5K ﹤0.01%
99,999
187
$4.75K ﹤0.01%
33,332
188
$4.69K ﹤0.01%
80,853
189
$4.5K ﹤0.01%
50,000
190
$4.49K ﹤0.01%
74,998
191
$4.42K ﹤0.01%
74,999
192
$4.3K ﹤0.01%
124,999
193
$3.68K ﹤0.01%
87,498
194
$3.54K ﹤0.01%
199,999
195
$2.9K ﹤0.01%
200,000
196
$2.56K ﹤0.01%
62,499
197
$2.29K ﹤0.01%
26,913
198
$2.15K ﹤0.01%
82,560
199
$2.03K ﹤0.01%
133,721
200
$2.01K ﹤0.01%
100,000
6 7
8
9 10