WCA
Waratah Capital Advisors Portfolio holdings
AUM
$1.47B
This Quarter Return
+2.43%
1 Year Return
+13.31%
3 Year Return
+37.45%
5 Year Return
+91.2%
10 Year Return
+406.83%
AUM
$1.76B
AUM Growth
+$1.76B
(+3.6%)
Cap. Flow
-$45.9M
Cap. Flow
% of AUM
-2.61%
Top 10 Holdings %
Top 10 Hldgs %
36.78%
Holding
330
New
57
Increased
76
Reduced
93
Closed
86
Top Buys
| 1 |
Amazon
AMZN
|
$44.1M |
| 2 |
Lamar Advertising Co
LAMR
|
$38.7M |
| 3 |
Tyler Technologies
TYL
|
$28.7M |
| 4 |
Canadian Pacific Kansas City
CP
|
$21.8M |
| 5 |
Lithia Motors
LAD
|
$21.4M |
Top Sells
| 1 |
Cedar Fair
FUN
|
$50.2M |
| 2 |
NVR
NVR
|
$43.8M |
| 3 |
Microsoft
MSFT
|
$27.2M |
| 4 |
Lennar Class A
LEN
|
$22.4M |
| 5 |
Roper Technologies
ROP
|
$22.4M |
Sector Composition
| 1 | Materials | 14.23% |
| 2 | Consumer Discretionary | 14.07% |
| 3 | Real Estate | 13.95% |
| 4 | Financials | 13.01% |
| 5 | Technology | 11.5% |