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
$179M
AUM Growth
+$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$11.8M
3
+$10.4M
4
EQT icon
EQT Corp
EQT
+$7.56M
5
SU icon
Suncor Energy
SU
+$5.57M

Top Sells

1
+$10.5M
2
+$9.54M
3
+$9.02M
4
MFC icon
Manulife Financial
MFC
+$8.23M
5
ROP icon
Roper Technologies
ROP
+$7.18M

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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