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
$366M
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$13.3M
3
+$12.9M
4
UNF icon
Unifirst Corp
UNF
+$12.6M
5
AON icon
Aon
AON
+$10.8M

Top Sells

1
+$9.42M
2
+$8.95M
3
+$8.86M
4
MON
Monsanto Co
MON
+$8.25M
5
TAP icon
Molson Coors Class B
TAP
+$5.53M

Sector Composition

1 Consumer Discretionary 27.18%
2 Financials 14.93%
3 Communication Services 14.26%
4 Technology 14.13%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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122
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-7,650
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5