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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
$1.73B
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1 +$90.2M
2 +$57.4M
3 +$56.7M
4
AZEK
The AZEK Co
AZEK
+$39.7M
5
HEES
H&E Equipment Services
HEES
+$32M

Sector Composition

1 Financials 28.71%
2 Energy 20.99%
3 Industrials 9.49%
4 Materials 8.22%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-6,213
202
-511,262
203
-50,000
204
-350,000
205
-138,000
206
-210,020
207
-5,168,272
208
-442,691
209
-3,492,052
210
-3,217,643
211
-1,406,225
212
-250,000