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
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.4M 0.12%
+428,370
202
$4.33M 0.12%
429,426
+25,300
203
$4.3M 0.12%
426,541
+348,850
204
$4.24M 0.12%
422,884
+172,884
205
$4.17M 0.11%
+405,308
206
$4.12M 0.11%
+408,970
207
$4.09M 0.11%
400,000
208
$4.07M 0.11%
400,000
209
$4.03M 0.11%
400,000
+250,000
210
$3.93M 0.11%
383,325
211
$3.92M 0.11%
+378,931
212
$3.82M 0.1%
+373,019
213
$3.68M 0.1%
+356,888
214
$3.64M 0.1%
+365,841
215
$3.62M 0.1%
+360,623
216
$3.6M 0.1%
356,458
+242,457
217
$3.59M 0.1%
356,423
218
$3.55M 0.1%
353,586
+155,206
219
$3.54M 0.1%
350,000
220
$3.53M 0.1%
349,806
+100,000
221
$3.46M 0.1%
+334,999
222
$3.44M 0.09%
335,001
223
$3.42M 0.09%
+334,404
224
$3.41M 0.09%
337,577
225
$3.27M 0.09%
+34,000
7 8
9
10 11