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

Top Buys

1
+$45.9M
2
+$36.1M
3
+$34.8M
4
ELS icon
Equity Lifestyle Properties
ELS
+$30.2M
5
BAC icon
Bank of America
BAC
+$28.9M

Top Sells

1
+$30.8M
2
+$21.1M
3
+$20.4M
4
TYL icon
Tyler Technologies
TYL
+$20.2M
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
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