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
$1.59B
AUM Growth
+$81.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$31.2M
3
+$26.7M
4
TAC icon
TransAlta
TAC
+$22.4M
5
GPK icon
Graphic Packaging
GPK
+$22.1M

Top Sells

1
+$37.3M
2
+$32.6M
3
+$30.4M
4
PAYC icon
Paycom
PAYC
+$24.2M
5
LPX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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206
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5 6 7 8
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