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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
$1.71B
AUM Growth
-$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$63.9M
2 +$45.4M
3 +$35.7M
4
FYBR
Frontier Communications
FYBR
+$35.7M
5
SKX
Skechers
SKX
+$31M

Sector Composition

1 Financials 32.93%
2 Energy 18.27%
3 Communication Services 12.19%
4 Consumer Staples 7.91%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$2.02K ﹤0.01%
+74,998
202
$1.86K ﹤0.01%
92,073
203
$1.57K ﹤0.01%
74,998
204
-102,746
205
0
206
0
207
-9,744
208
-17,801
209
-213,000
210
-150,000
211
-74,998
212
0
213
-640,000
214
-368,279
215
-281,449
216
-107,111
217
-245,816
218
-87,974
219
-100,000
220
-110,613
221
-83,331
222
0
223
-82,560
224
-139,454
225
-400,000