We are live on ! Find out more
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
$1.65B
AUM Growth
-$302M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$70.8M
2
+$67M
3
+$47.1M
4
CP icon
Canadian Pacific Kansas City
CP
+$37.1M
5
CNQ icon
Canadian Natural Resources
CNQ
+$35.2M

Top Sells

1
+$77.3M
2
+$35.6M
3
+$35.3M
4
MSFT icon
Microsoft
MSFT
+$34.5M
5
CRH icon
CRH
CRH
+$26.7M

Sector Composition

1 Materials 21.81%
2 Energy 17.24%
3 Industrials 16.34%
4 Consumer Discretionary 12.02%
5 Real Estate 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-121,592
152
– –
-36,164
153
– –
-3,393
154
– –
0
155
– –
0
156
– –
-20,000
157
– –
-85,966
158
– –
-135,880
159
– –
0
160
– –
0
161
– –
-195,296
162
– –
-1,271
3 4 5 6
7