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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
$1.93B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$104M
3
+$67.7M
4
VRNA
Verona Pharma
VRNA
+$50.5M
5
COOP
Mr. Cooper
COOP
+$43.8M

Top Sells

1
+$215M
2
+$95.8M
3
+$70.9M
4
KDK
Kodiak AI
KDK
+$43.4M
5
SKX
Skechers
SKX
+$34M

Sector Composition

1 Financials 43.21%
2 Communication Services 13.94%
3 Industrials 10.54%
4 Technology 8.09%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$87.9K ﹤0.01%
+439,436
202
$86.5K ﹤0.01%
288,212
203
$78K ﹤0.01%
400,000
204
$77.2K ﹤0.01%
149,998
205
$75.6K ﹤0.01%
+376,548
206
$71.3K ﹤0.01%
187,499
207
$70K ﹤0.01%
199,999
208
$70K ﹤0.01%
400,000
209
$66K ﹤0.01%
+330,000
210
$60.6K ﹤0.01%
216,500
211
$52K ﹤0.01%
225,000
212
$46.2K ﹤0.01%
385,000
213
$45.5K ﹤0.01%
124,999
214
$45K ﹤0.01%
224,999
215
$44.6K ﹤0.01%
4,382
216
$42.8K ﹤0.01%
649,000
217
$42K ﹤0.01%
99,999
218
$40K ﹤0.01%
250,000
219
$38.4K ﹤0.01%
+119,999
220
$36K ﹤0.01%
+99,998
221
$35.6K ﹤0.01%
99,998
222
$35.3K ﹤0.01%
106,977
223
$32.5K ﹤0.01%
250,000
224
$31.2K ﹤0.01%
183,647
225
$30.1K ﹤0.01%
59,999
-275,000
7 8
9
10 11