WCA
Waratah Capital Advisors Portfolio holdings
AUM
$1.47B
This Quarter Return
+12.58%
1 Year Return
+13.31%
3 Year Return
+37.45%
5 Year Return
+91.2%
10 Year Return
+406.83%
AUM
$261M
AUM Growth
+$261M
(+46%)
Cap. Flow
+$73M
Cap. Flow
% of AUM
27.98%
Top 10 Holdings %
Top 10 Hldgs %
37.31%
Holding
120
New
46
Increased
26
Reduced
14
Closed
34
Top Buys
| 1 |
Walt Disney
DIS
|
$11.9M |
| 2 |
Sun Life Financial
SLF
|
$10.3M |
| 3 |
Lennar Class A
LEN
|
$9.55M |
| 4 |
X
US Steel
X
|
$8.84M |
| 5 |
Caesarstone
CSTE
|
$6.89M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$12.5M |
| 2 |
Canadian Natural Resources
CNQ
|
$9.23M |
| 3 |
Apple
AAPL
|
$8.05M |
| 4 |
Suncor Energy
SU
|
$5.57M |
| 5 |
NVR
NVR
|
$5.47M |
Sector Composition
| 1 | Consumer Discretionary | 21.65% |
| 2 | Financials | 17.8% |
| 3 | Industrials | 12.17% |
| 4 | Communication Services | 10.84% |
| 5 | Energy | 9.23% |
