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
$5.22B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,730
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$54.3M
3
+$10.6M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$8.43M
5
BTSGU icon
BrightSpring Health Services Unit
BTSGU
+$7.62M

Top Sells

1
+$694M
2
+$17.1M
3
+$15.3M
4
NVDA icon
NVIDIA
NVDA
+$12M
5
PEP icon
PepsiCo
PEP
+$10.9M

Sector Composition

1 Financials 4.88%
2 Real Estate 1.82%
3 Consumer Discretionary 1.64%
4 Industrials 1.52%
5 Technology 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.35M 0.02%
127,100
+16,900
227
$1.35M 0.02%
159,679
+28,922
228
$1.33M 0.02%
95,112
+55,161
229
$1.32M 0.02%
122,116
+19,622
230
$1.31M 0.02%
10,904
+5,100
231
$1.31M 0.02%
85,242
232
$1.26M 0.01%
26,365
-2,105
233
$1.25M 0.01%
133,533
+21,790
234
$1.24M 0.01%
475,441
+167,779
235
$1.23M 0.01%
9,964
236
$1.23M 0.01%
242,040
+67,303
237
$1.23M 0.01%
+111,701
238
$1.22M 0.01%
7,098
-4,100
239
$1.21M 0.01%
41,810
240
$1.2M 0.01%
61,089
-18,694
241
$1.18M 0.01%
160,028
+11,615
242
$1.18M 0.01%
33,000
+14,000
243
$1.18M 0.01%
91,453
+66,438
244
$1.17M 0.01%
105,632
-364,069
245
$1.16M 0.01%
+87,553
246
$1.15M 0.01%
552,339
247
$1.15M 0.01%
+89,421
248
$1.14M 0.01%
74,434
+1,710
249
$1.14M 0.01%
174,671
+157,474
250
$1.13M 0.01%
17,590
8 9
10
11 12