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WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.07B
1-Year Est. Return 26.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$104M
3
+$67.7M
4
VRNA
Verona Pharma
VRNA
+$50.5M
5
COOP
Mr. Cooper
COOP
+$43.8M

Top Sells

1
+$215M
2
+$95.8M
3
+$70.9M
4
KDK
Kodiak AI
KDK
+$43.4M
5
SKX
Skechers
SKX
+$34M

Sector Composition

1 Financials 43.21%
2 Communication Services 13.94%
3 Industrials 10.54%
4 Technology 8.09%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$516K 0.03%
50,000
177
$508K 0.03%
50,000
178
$506K 0.03%
+50,000
179
$505K 0.03%
+50,000
180
$443K 0.02%
43,988
181
$425K 0.02%
+36,101
182
$390K 0.02%
+354,731
183
$373K 0.02%
35,704
184
$359K 0.02%
35,704
185
$328K 0.02%
+1,025,000
186
$323K 0.02%
+30,820
187
$258K 0.01%
+25,000
188
$252K 0.01%
+25,000
189
$237K 0.01%
+1,247,800
190
$213K 0.01%
850,000
191
$203K 0.01%
+672,345
192
$178K 0.01%
243,606
193
$174K 0.01%
22,344
-22,345
194
$170K 0.01%
+1,000,000
195
$161K 0.01%
805,100
196
$159K 0.01%
312,499
-50,000
197
$109K 0.01%
500,000
198
$106K 0.01%
+10,000
199
$101K 0.01%
+8,400
200
$92.3K ﹤0.01%
7,702
6 7
8
9 10