WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.31%
This Quarter Est. Return
1 Year Est. Return
+13.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$11.3M
3 +$11M
4
SUSS
SUSSER HOLDINGS CORPORATION COMMON STOCK
SUSS
+$10.2M
5
MFC icon
Manulife Financial
MFC
+$8.74M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.27%
2 Industrials 17.72%
3 Consumer Discretionary 15.35%
4 Technology 14.21%
5 Communication Services 12.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$152K 0.09%
+7,200