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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
$2.68B
AUM Growth
+$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$123M
3
+$118M
4
WORK
Slack Technologies, Inc.
WORK
+$114M
5
ALXN
Alexion Pharmaceuticals
ALXN
+$102M

Top Sells

1
+$188M
2
+$174M
3
+$128M
4
TCO
Taubman Centers Inc.
TCO
+$64.9M
5
ADSW
Advanced Disposal Services Inc
ADSW
+$59.4M

Sector Composition

1 Financials 17.76%
2 Technology 10.68%
3 Industrials 6.77%
4 Healthcare 6.16%
5 Communication Services 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$224M 8.36%
1,061,599
+19,596
2
$196M 7.31%
1,118,006
+399,930
3
$186M 6.95%
1,414,510
-247
4
$142M 5.31%
+3,366,544
5
$135M 5.03%
+839,267
6
$134M 5.01%
+1,972,179
7
$132M 4.92%
1,484,121
-84,534
8
$129M 4.82%
+1,437,110
9
$124M 4.62%
+790,632
10
$108M 4.05%
2,466,938
+2,052,838
11
$103M 3.85%
+726,558
12
$95.2M 3.56%
637,792
-71,485
13
$88.4M 3.3%
+1,515,561
14
$69.1M 2.58%
+2,020,689
15
$48.9M 1.83%
956,658
+790,687
16
$39.3M 1.47%
5,778,861
+2,945,716
17
$34.3M 1.28%
+393,128
18
$25.6M 0.96%
+2,064,515
19
$23.3M 0.87%
+441,231
20
$22.8M 0.85%
300,000
-49,998
21
$17.4M 0.65%
584,838
-248,675
22
$15.8M 0.59%
+1,516,173
23
$14.5M 0.54%
+1,413,801
24
$14.1M 0.53%
+140,603
25
$14M 0.53%
1,295,961
+1,071,486
1
2 3 4 5