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
$205M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$14.5M
3
+$11.3M
4
SSNC icon
SS&C Technologies
SSNC
+$10.6M
5
CSTE icon
Caesarstone
CSTE
+$6.62M

Top Sells

1
+$11.5M
2
+$10.9M
3
+$9.16M
4
DHR icon
Danaher
DHR
+$8.8M
5
AGU
Agrium
AGU
+$8.05M

Sector Composition

1 Technology 21.18%
2 Communication Services 16.77%
3 Financials 13.24%
4 Materials 12.27%
5 Industrials 10.23%
Name Market Value Portfolio Weight Shares or Principal Change
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