WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.64%
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$881M
AUM Growth
-$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$26.3M
3
+$23.4M
4
MFC icon
Manulife Financial
MFC
+$20M
5
CCI icon
Crown Castle
CCI
+$16.9M

Top Sells

1
+$30.8M
2
+$28.3M
3
+$27.8M
4
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$27.6M
5
MCD icon
McDonald's
MCD
+$24M

Sector Composition

1 Real Estate 33.69%
2 Consumer Discretionary 14.79%
3 Technology 12.32%
4 Financials 10.89%
5 Energy 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-215,193
152
– –
-67,000
153
– –
-31,900
154
– –
-48,025
155
– –
0
3 4 5 6
7