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
$1.79B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$39.9M
3
+$38.5M
4
EOG icon
EOG Resources
EOG
+$30.6M
5
AAPL icon
Apple
AAPL
+$30.4M

Top Sells

1
+$41M
2
+$37.1M
3
+$34.5M
4
AMZN icon
Amazon
AMZN
+$30.2M
5
CP icon
Canadian Pacific Kansas City
CP
+$26.3M

Sector Composition

1 Industrials 19.17%
2 Materials 18.54%
3 Energy 17.49%
4 Financials 10.77%
5 Technology 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
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