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
$3.17B
AUM Growth
-$767M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$81.4M
3
+$79.8M
4
CLDR
Cloudera, Inc.
CLDR
+$63.2M
5
KSU
Kansas City Southern
KSU
+$52.9M

Top Sells

1
+$275M
2
+$255M
3
+$208M
4
MXIM
Maxim Integrated Products
MXIM
+$207M
5
PFPT
Proofpoint, Inc.
PFPT
+$126M

Sector Composition

1 Financials 16.5%
2 Healthcare 14.35%
3 Technology 13.89%
4 Industrials 12.2%
5 Communication Services 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.11M 0.03%
114,001
+78,807
202
$1.07M 0.03%
105,405
203
$1.06M 0.03%
+108,505
204
$1.04M 0.03%
100,000
205
$1.03M 0.03%
100,000
206
$1.01M 0.03%
+100,000
207
$1.01M 0.03%
100,000
208
$1.01M 0.03%
100,000
209
$1.01M 0.03%
+100,000
210
$1.01M 0.03%
100,242
211
$1M 0.03%
+100,000
212
$1M 0.03%
100,000
213
$998K 0.03%
+100,000
214
$995K 0.03%
100,000
215
$994K 0.03%
100,000
216
$993K 0.03%
100,000
217
$989K 0.03%
100,000
218
$985K 0.03%
100,000
219
$981K 0.03%
100,000
220
$978K 0.03%
+98,862
221
$974K 0.03%
+100,000
222
$936K 0.03%
93,575
223
$930K 0.03%
110,711
224
$901K 0.03%
90,690
225
$901K 0.03%
90,150
7 8
9
10 11