WCMNY

Westchester Capital Management (New York) Portfolio holdings

AUM $1.71B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$53M
3
+$49.3M
4
ATCO
Atlas Corp.
ATCO
+$48.5M
5
AUY
Yamana Gold, Inc.
AUY
+$47.4M

Top Sells

1
+$143M
2
+$103M
3
+$96.2M
4
CHNG
Change Healthcare Inc. Common Stock
CHNG
+$93.6M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$85M

Sector Composition

1 Financials 43.49%
2 Technology 13.41%
3 Healthcare 11.65%
4 Industrials 11.2%
5 Energy 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$159M 4.37%
6,489,724
+642,983
2
$143M 3.92%
+1,253,044
3
$136M 3.73%
1,107,370
+241,004
4
$127M 3.48%
3,952,180
+842,175
5
$125M 3.45%
776,102
+155,363
6
$111M 3.05%
1,099,581
+21,202
7
$104M 2.87%
6,240,757
+670,664
8
$86.9M 2.39%
1,134,871
+386,200
9
$77.4M 2.13%
2,690,570
+1,842,659
10
$63.6M 1.75%
2,220,552
+1,720,026
11
$50.4M 1.38%
3,285,904
+3,164,847
12
$49.9M 1.37%
1,473,505
-54,166
13
$47.4M 1.3%
+8,549,285
14
$42.7M 1.17%
1,471,673
+1,457,914
15
$39.4M 1.08%
3,902,109
+2,645,089
16
$34.1M 0.94%
3,386,790
+2,473,449
17
$29.5M 0.81%
1,730,449
+1,531,725
18
$27.8M 0.76%
2,549,663
19
$26.8M 0.73%
2,669,685
+1,909,996
20
$26.6M 0.73%
1,257,606
-1,107,555
21
$26.3M 0.72%
+331,749
22
$25.6M 0.7%
+427,868
23
$23.1M 0.64%
2,319,831
+1,282,737
24
$22M 0.6%
2,188,229
+1,498,679
25
$21M 0.58%
2,080,334
+1,612,222
1
2 3 4 5