WCA
Waratah Capital Advisors Portfolio holdings
AUM
$1.47B
This Quarter Return
+0.76%
1 Year Return
+13.31%
3 Year Return
+37.45%
5 Year Return
+91.2%
10 Year Return
+406.83%
AUM
$1.95B
AUM Growth
+$1.95B
(+11%)
Cap. Flow
+$165M
Cap. Flow
% of AUM
8.43%
Top 10 Holdings %
Top 10 Hldgs %
37.41%
Holding
296
New
48
Increased
111
Reduced
61
Closed
53
Top Buys
| 1 |
Cenovus Energy
CVE
|
$52.9M |
| 2 |
Teck Resources
TECK
|
$49.7M |
| 3 |
Louisiana-Pacific
LPX
|
$29.5M |
| 4 |
Lamar Advertising Co
LAMR
|
$24.4M |
| 5 |
Thermo Fisher Scientific
TMO
|
$20.9M |
Top Sells
| 1 |
Amazon
AMZN
|
$47.4M |
| 2 |
West Fraser Timber
WFG
|
$40.1M |
| 3 |
Apple
AAPL
|
$18.3M |
| 4 |
Scotiabank
BNS
|
$16M |
| 5 |
Visa
V
|
$15.3M |
Sector Composition
| 1 | Materials | 16.91% |
| 2 | Real Estate | 15.27% |
| 3 | Industrials | 12.43% |
| 4 | Consumer Discretionary | 10.48% |
| 5 | Financials | 9.74% |
