WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.32B
1-Year Est. Return 64.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+64.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
-$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$50.5M
3
+$30.1M
4
PWR icon
Quanta Services
PWR
+$22.8M
5
JCI icon
Johnson Controls International
JCI
+$22.4M

Top Sells

1
+$53.2M
2
+$42.9M
3
+$38.7M
4
MLM icon
Martin Marietta Materials
MLM
+$38.5M
5
AEM icon
Agnico Eagle Mines
AEM
+$38.2M

Sector Composition

1 Industrials 21.13%
2 Materials 17.17%
3 Energy 13.67%
4 Financials 10.2%
5 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
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