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
$1.75B
AUM Growth
-$427M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$24.5M
3
+$23.2M
4
UNP icon
Union Pacific
UNP
+$21.3M
5
CVX icon
Chevron
CVX
+$16.5M

Top Sells

1
+$77.8M
2
+$49.5M
3
+$49.4M
4
ATS icon
ATS Corp
ATS
+$45.8M
5
TDY icon
Teledyne Technologies
TDY
+$44.1M

Sector Composition

1 Energy 19.72%
2 Consumer Discretionary 18.06%
3 Industrials 15.15%
4 Materials 12.63%
5 Financials 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4 5 6 7
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