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
$3.21B
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$96.8M
3
+$73.7M
4
SIMO icon
Silicon Motion
SIMO
+$68.4M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$66.6M

Top Sells

1
+$229M
2
+$149M
3
+$68.6M
4
PBCT
People's United Financial Inc
PBCT
+$59.3M
5
T icon
AT&T
T
+$39M

Sector Composition

1 Financials 27.07%
2 Technology 23.83%
3 Healthcare 9.49%
4 Communication Services 9.16%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.74M 0.08%
278,568
202
$2.74M 0.08%
277,370
203
$2.57M 0.07%
262,350
204
$2.54M 0.07%
256,189
+250,000
205
$2.48M 0.07%
+250,000
206
$2.47M 0.07%
250,000
207
$2.45M 0.07%
250,000
208
$2.45M 0.07%
250,000
209
$2.45M 0.07%
250,000
210
$2.45M 0.07%
250,000
211
$2.44M 0.07%
250,000
212
$2.36M 0.07%
240,162
213
$2.35M 0.07%
239,945
214
$2.34M 0.07%
239,000
215
$2.33M 0.07%
237,826
+137,826
216
$2.28M 0.06%
231,716
217
$2.23M 0.06%
225,000
218
$2.17M 0.06%
221,363
219
$2.15M 0.06%
216,594
+126,594
220
$2.15M 0.06%
+214,599
221
$2.09M 0.06%
212,063
222
$2.04M 0.06%
4,153
223
$2M 0.06%
200,000
224
$2M 0.06%
+200,000
225
$1.99M 0.06%
199,900
7 8
9
10 11