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
in Stake
Capital Flow
101
-12,700
102
-146,575
103
-5,350
104
-129,500