WCA
Waratah Capital Advisors Portfolio holdings
AUM
$1.47B
1-Year Return
13.31%
This Quarter Return
+2.9%
1 Year Return
+13.31%
3 Year Return
+37.45%
5 Year Return
+91.2%
10 Year Return
+406.83%
AUM
$1.59B
AUM Growth
+$81.7M
(+5.4%)
Cap. Flow
-$48M
Cap. Flow
% of AUM
-3.02%
Top 10 Holdings %
Top 10 Hldgs %
42.32%
Holding
219
New
66
Increased
38
Reduced
55
Closed
31
Top Buys
| 1 |
Teck Resources
TECK
|
$32.5M |
| 2 |
Cenovus Energy
CVE
|
$31.2M |
| 3 |
Canadian Natural Resources
CNQ
|
$26.7M |
| 4 |
TransAlta
TAC
|
$22.4M |
| 5 |
Graphic Packaging
GPK
|
$22.1M |
Top Sells
| 1 |
Imperial Oil
IMO
|
$37.3M |
| 2 |
Roper Technologies
ROP
|
$32.6M |
| 3 |
Sun Communities
SUI
|
$30.4M |
| 4 |
Paycom
PAYC
|
$24.2M |
| 5 |
Louisiana-Pacific
LPX
|
$22.6M |
Sector Composition
| 1 | Energy | 24.96% |
| 2 | Consumer Discretionary | 15.34% |
| 3 | Financials | 10.04% |
| 4 | Industrials | 9.89% |
| 5 | Materials | 9.59% |
