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
$2.68B
AUM Growth
+$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$123M
3
+$118M
4
WORK
Slack Technologies, Inc.
WORK
+$114M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$102M

Top Sells

1
+$188M
2
+$174M
3
+$128M
4
TCO
Taubman Centers Inc.
TCO
+$64.9M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$59.4M

Sector Composition

1 Financials 17.76%
2 Technology 10.68%
3 Industrials 6.77%
4 Healthcare 6.16%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
3
-199,997
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208
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209
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