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WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.12B
1-Year Est. Return 76.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+76.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$443M
AUM Growth
+$77.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$15.2M
3
+$13.7M
4
MLM icon
Martin Marietta Materials
MLM
+$8.45M
5
UNF icon
Unifirst Corp
UNF
+$8.3M

Top Sells

1
+$13.9M
2
+$13.7M
3
+$8.72M
4
OUT icon
Outfront Media
OUT
+$6.58M
5
PARA
Paramount Global Class B
PARA
+$6.48M

Sector Composition

1 Consumer Discretionary 21.44%
2 Technology 13.26%
3 Energy 13.02%
4 Communication Services 11.34%
5 Industrials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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