WCA
Waratah Capital Advisors Portfolio holdings
AUM
$1.47B
1-Year Return
13.31%
This Quarter Return
+3.72%
1 Year Return
+13.31%
3 Year Return
+37.45%
5 Year Return
+91.2%
10 Year Return
+406.83%
AUM
$1.7B
AUM Growth
+$257M
(+18%)
Cap. Flow
+$168M
Cap. Flow
% of AUM
9.88%
Top 10 Holdings %
Top 10 Hldgs %
38.52%
Holding
342
New
136
Increased
60
Reduced
60
Closed
71
Top Buys
| 1 |
West Fraser Timber
WFG
|
$90.3M |
| 2 |
Roper Technologies
ROP
|
$36.2M |
| 3 |
CRH
CRH
|
$31.4M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$29.2M |
| 5 |
Scotiabank
BNS
|
$28M |
Top Sells
| 1 |
Cedar Fair
FUN
|
$41.5M |
| 2 |
SIX
Six Flags Entertainment Corp.
SIX
|
$41.3M |
| 3 |
KL
Kirkland Lake Gold Ltd Ordinary
KL
|
$33.6M |
| 4 |
OSB
Norbord Inc.
OSB
|
$26.6M |
| 5 |
Agnico Eagle Mines
AEM
|
$23.7M |
Sector Composition
| 1 | Consumer Discretionary | 18.98% |
| 2 | Materials | 15.31% |
| 3 | Financials | 12.84% |
| 4 | Technology | 11.34% |
| 5 | Real Estate | 10.58% |
