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
$949M
AUM Growth
+$87.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$42.6M
2
+$37.6M
3
+$37.4M
4
BAC icon
Bank of America
BAC
+$30.3M
5
ELS icon
Equity Lifestyle Properties
ELS
+$29.3M

Top Sells

1
+$28.4M
2
+$22.9M
3
+$20.2M
4
NOW icon
ServiceNow
NOW
+$19.7M
5
XEC
CIMAREX ENERGY CO
XEC
+$17.3M

Sector Composition

1 Real Estate 16.32%
2 Consumer Discretionary 15.39%
3 Technology 13.62%
4 Materials 11.06%
5 Energy 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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