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
$881M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$26.3M
3
+$23.4M
4
MFC icon
Manulife Financial
MFC
+$20M
5
CCI icon
Crown Castle
CCI
+$16.9M

Top Sells

1
+$30.8M
2
+$28.3M
3
+$27.8M
4
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$27.6M
5
MCD icon
McDonald's
MCD
+$24M

Sector Composition

1 Real Estate 33.69%
2 Consumer Discretionary 14.79%
3 Technology 12.32%
4 Financials 10.89%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.4M 0.38%
+43,808
52
$3.16M 0.35%
45,462
+39,213
53
$3.13M 0.35%
+217,087
54
$2.99M 0.33%
+103,324
55
$2.71M 0.3%
360,227
+30,202
56
$2.56M 0.29%
21,048
-168,642
57
$2.55M 0.28%
19,960
-15,968
58
$2.49M 0.28%
216,302
-153,559
59
$2.39M 0.27%
30,647
-24,403
60
$2.39M 0.27%
+62,203
61
$2.35M 0.26%
6,785
-29,279
62
$2.31M 0.26%
24,010
-14,250
63
$2.17M 0.24%
+36,015
64
$2.14M 0.24%
22,418
-30,979
65
$2.06M 0.23%
19,961
+5,361
66
$2M 0.22%
+76,980
67
$1.97M 0.22%
+75,057
68
$1.96M 0.22%
+54,663
69
$1.87M 0.21%
9,371
-3,449
70
$1.86M 0.21%
27,792
-2,313
71
$1.86M 0.21%
31,781
+2,624
72
$1.84M 0.2%
23,176
+14,906
73
$1.75M 0.19%
+56,800
74
$1.73M 0.19%
96,963
-115,115
75
$1.68M 0.19%
69,749
-77,500
1 2
3
4 5