WCA
Waratah Capital Advisors Portfolio holdings
AUM
$1.12B
1-Year Est. Return
76.33%
This Fund
S&P 500
1 Year Est. Return
+76.33%
AUM
$1.12B
AUM Growth
-$199M
(-15%)
Holding
178
Top Buys
| 1 | +$79.6M | |
| 2 | +$27.8M | |
| 3 | +$25.8M | |
| 4 |
nVent Electric
NVT
|
+$24.4M |
| 5 |
Cenovus Energy
CVE
|
+$22.9M |
Top Sells
| 1 | +$44.5M | |
| 2 | +$35.1M | |
| 3 | +$34.7M | |
| 4 |
Amazon
AMZN
|
+$33.3M |
| 5 |
Danaher
DHR
|
+$32.3M |
Sector Composition
| 1 | Materials | 27.66% |
| 2 | Industrials | 21.38% |
| 3 | Technology | 12.79% |
| 4 | Energy | 11.95% |
| 5 | Consumer Discretionary | 11.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Expanded Tech-Software Sector ETF
IGV
$16.8B
| – | – |
0
|
|
||
177
JB Hunt Transport Services
JBHT
$26B
| – | – |
0
|
|
||
178
KKR & Co
KKR
$84.8B
| – | – |
0
|
|