WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.5B
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,607
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$17.1M
3
+$15.1M
4
KBR icon
KBR
KBR
+$9.24M
5
UGIC
UGI Corporation
UGIC
+$9.11M

Top Sells

1
+$20.1M
2
+$17.8M
3
+$16.1M
4
META icon
Meta Platforms (Facebook)
META
+$11M
5
HTAQ
Hunt Companies Acquisition Corp. I
HTAQ
+$10.1M

Sector Composition

1 Financials 6.35%
2 Technology 4.87%
3 Industrials 1.92%
4 Healthcare 1.86%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.15M 0.02%
+213,311
227
$2.13M 0.02%
+26,858
228
$2.12M 0.02%
399,524
+278,361
229
$2.1M 0.02%
+35,141
230
$2.09M 0.02%
+100,773
231
$2.09M 0.02%
206,618
-7,580
232
$2.08M 0.02%
+203,973
233
$2.08M 0.02%
204,556
234
$2.06M 0.02%
50,448
-17,646
235
$2.06M 0.02%
47,577
-45,898
236
$2.05M 0.02%
61,661
+36,445
237
$2.05M 0.02%
199,051
+89,027
238
$2.04M 0.02%
200,389
+174,654
239
$2.02M 0.02%
195,624
-12,532
240
$2.02M 0.02%
196,458
+189,658
241
$2.01M 0.02%
199,546
-117,000
242
$2.01M 0.02%
+79,127
243
$2M 0.02%
+199,153
244
$2M 0.02%
28,961
-55,806
245
$1.99M 0.02%
12,155
246
$1.99M 0.02%
196,265
-8,967
247
$1.97M 0.02%
+132,307
248
$1.96M 0.02%
58,659
+12,443
249
$1.96M 0.02%
+190,763
250
$1.94M 0.02%
+249,492
8 9
10
11 12