WCA
Waratah Capital Advisors Portfolio holdings
AUM
$1.47B
1-Year Est. Return
13.31%
1 Year Est. Return
+13.31%
AUM
$1.47B
AUM Growth
+$563K
(+0.04%)
Holding
202
Top Buys
| 1 | +$59.1M | |
| 2 | +$33.1M | |
| 3 | +$32.7M | |
| 4 |
Cheniere Energy
LNG
|
+$24.4M |
| 5 |
Procter & Gamble
PG
|
+$22.7M |
Top Sells
| 1 | +$51.3M | |
| 2 | +$39.2M | |
| 3 | +$34.8M | |
| 4 |
Teledyne Technologies
TDY
|
+$32.1M |
| 5 |
Parker-Hannifin
PH
|
+$29.6M |
Sector Composition
| 1 | Industrials | 19.11% |
| 2 | Materials | 18.54% |
| 3 | Energy | 14.43% |
| 4 | Consumer Discretionary | 11.63% |
| 5 | Technology | 10.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
United Parks & Resorts
PRKS
$2.87B
| – | – |
0
|
|
||
|
BERY
202
DELISTED
Berry Global Group, Inc.
BERY
| – | – |
-7,754
|
|