WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.32B
1-Year Est. Return 64.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+64.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.5M
3
+$9.76M
4
EQT icon
EQT Corp
EQT
+$7.26M
5
DHR icon
Danaher
DHR
+$5.24M

Top Sells

1
+$9.89M
2
+$9.48M
3
+$9.07M
4
MFC icon
Manulife Financial
MFC
+$8.5M
5
ROP icon
Roper Technologies
ROP
+$6.94M

Sector Composition

1 Energy 21.96%
2 Consumer Discretionary 14.76%
3 Industrials 12.87%
4 Communication Services 10.85%
5 Technology 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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