WCA

Waratah Capital Advisors Portfolio holdings

AUM $1.47B
1-Year Est. Return 15.64%
This Quarter Est. Return
1 Year Est. Return
+15.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$60.3M
2
+$31.9M
3
+$27M
4
OSB
Norbord Inc.
OSB
+$26.6M
5
AVTR icon
Avantor
AVTR
+$24.6M

Top Sells

1
+$27.8M
2
+$24M
3
+$18.1M
4
COST icon
Costco
COST
+$17.1M
5
WPM icon
Wheaton Precious Metals
WPM
+$14M

Sector Composition

1 Consumer Discretionary 22.5%
2 Materials 19.65%
3 Technology 10.72%
4 Real Estate 10.53%
5 Financials 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
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