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
$1.95B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$33M
3
+$29.1M
4
CEG icon
Constellation Energy
CEG
+$29M
5
ELS icon
Equity Lifestyle Properties
ELS
+$28.4M

Top Sells

1
+$70.8M
2
+$64.3M
3
+$45.7M
4
CVE icon
Cenovus Energy
CVE
+$43.2M
5
EQT icon
EQT Corp
EQT
+$33.6M

Sector Composition

1 Industrials 18.97%
2 Energy 15.08%
3 Financials 12.76%
4 Materials 12.39%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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