WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.64%
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.16B
AUM Growth
+$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$38.2M
3
+$38.1M
4
CNQ icon
Canadian Natural Resources
CNQ
+$28.4M
5
TRNO icon
Terreno Realty
TRNO
+$26.6M

Top Sells

1
+$42.2M
2
+$36.1M
3
+$34.7M
4
CRH icon
CRH
CRH
+$31.7M
5
TYL icon
Tyler Technologies
TYL
+$28.3M

Sector Composition

1 Real Estate 21.12%
2 Materials 15%
3 Consumer Discretionary 14.52%
4 Industrials 11.34%
5 Energy 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
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