WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $2.13B
1-Year Est. Return 33.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.89B
AUM Growth
-$600M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$114M
3
+$86.3M
4
YOKU
YOUKU TUDOU INC.(CAYMAN ISLS)
YOKU
+$77.2M
5
HOT
STARWOOD HOTELS & RESORTS WORLDWIDE, INC.
HOT
+$68.7M

Top Sells

1
+$163M
2
+$125M
3
+$112M
4
HCBK
HUDSON CITY BANCORP INC
HCBK
+$104M
5
MCD icon
McDonald's
MCD
+$102M

Sector Composition

1 Industrials 19.39%
2 Communication Services 16.71%
3 Technology 10.64%
4 Energy 9.71%
5 Financials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$330M 8.48%
1,423,281
+295,598
2
$221M 5.67%
3,815,373
+433,971
3
$202M 5.19%
1,088,794
+66,429
4
$183M 4.69%
1,306,659
+185,511
5
$176M 4.52%
5,294,190
+830,567
6
$162M 4.16%
+2,335,090
7
$149M 3.82%
2,398,847
-692,900
8
$131M 3.36%
3,008,046
-68,408
9
$113M 2.9%
+4,398,104
10
$113M 2.89%
3,313,000
-84,100
11
$110M 2.83%
1,106,200
12
$104M 2.66%
2,428,714
+668,034
13
$104M 2.66%
+748,524
14
$103M 2.65%
2,640,170
-105
15
$101M 2.6%
1,771,900
-50
16
$99.8M 2.56%
558,840
+131,400
17
$98.7M 2.54%
1,800,997
-30,606
18
$97.2M 2.5%
1,538,611
19
$87.7M 2.25%
2,121,397
-955
20
$83.4M 2.14%
+3,075,206
21
$76.5M 1.96%
1,622,588
-288,200
22
$72.7M 1.87%
+1,272,164
23
$66.7M 1.71%
+962,586
24
$60.4M 1.55%
1,242,500
-46
25
$59.1M 1.52%
+2,601,600
1
2 3 4 5