WCA
Waratah Capital Advisors Portfolio holdings
AUM
$1.47B
This Quarter Return
+3.8%
1 Year Return
+13.31%
3 Year Return
+37.45%
5 Year Return
+91.2%
10 Year Return
+406.83%
AUM
$182M
AUM Growth
+$182M
(-30%)
Cap. Flow
-$79.6M
Cap. Flow
% of AUM
-43.84%
Top 10 Holdings %
Top 10 Hldgs %
54.26%
Holding
121
New
35
Increased
18
Reduced
18
Closed
50
Top Buys
| 1 |
Eagle Materials
EXP
|
$11.1M |
| 2 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$8.89M |
| 3 |
AGU
Agrium
AGU
|
$8M |
| 4 |
BOBE
Bob Evans Farms, Inc.
BOBE
|
$6.48M |
| 5 |
Apple
AAPL
|
$4.88M |
Top Sells
| 1 |
Sun Life Financial
SLF
|
$11.3M |
| 2 |
Lennar Class A
LEN
|
$9.4M |
| 3 |
X
US Steel
X
|
$8.84M |
| 4 |
Capri Holdings
CPRI
|
$8.72M |
| 5 |
Caesarstone
CSTE
|
$7.81M |
Sector Composition
| 1 | Communication Services | 14.73% |
| 2 | Materials | 13.43% |
| 3 | Technology | 13.27% |
| 4 | Consumer Discretionary | 11.88% |
| 5 | Industrials | 11.58% |
