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
251
$1.93M 0.02%
192,622
-15,017
252
$1.93M 0.02%
+190,000
253
$1.92M 0.02%
119,295
254
$1.91M 0.02%
451,422
+109,497
255
$1.91M 0.02%
190,845
-27,730
256
$1.91M 0.02%
188,697
-21,639
257
$1.89M 0.02%
187,843
+186,843
258
$1.88M 0.02%
139,568
+50,666
259
$1.88M 0.02%
338,000
+333,000
260
$1.87M 0.02%
+248,826
261
$1.84M 0.02%
173,405
+81,547
262
$1.84M 0.02%
19,377
+2,334
263
$1.81M 0.02%
115,084
+6,249
264
$1.81M 0.02%
179,504
+27,704
265
$1.81M 0.02%
174,531
-40,417
266
$1.81M 0.02%
177,034
+80,337
267
$1.79M 0.02%
229,334
+61,530
268
$1.79M 0.02%
175,671
+2,817
269
$1.79M 0.02%
2,883
-2,080
270
$1.78M 0.02%
30,374
-2,055
271
$1.77M 0.02%
123,953
+112,625
272
$1.77M 0.02%
173,681
-20,794
273
$1.76M 0.02%
171,396
+31,478
274
$1.75M 0.02%
27,549
-5,846
275
$1.71M 0.02%
167,889
-9,611
9 10
11
12 13