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
276
$1.7M 0.02%
57,502
+20,387
277
$1.7M 0.02%
86,905
+32,400
278
$1.69M 0.02%
165,377
279
$1.67M 0.02%
163,959
-29,146
280
$1.65M 0.02%
+45,958
281
$1.65M 0.02%
162,830
-10,617
282
$1.63M 0.02%
331,588
+132,646
283
$1.63M 0.02%
279,422
284
$1.63M 0.02%
159,464
-13,061
285
$1.61M 0.02%
+70,893
286
$1.61M 0.02%
43,366
+9,400
287
$1.61M 0.02%
185,407
+26,000
288
$1.59M 0.02%
+155,874
289
$1.57M 0.02%
74,863
+63,737
290
$1.56M 0.02%
+154,559
291
$1.56M 0.02%
151,425
+2,250
292
$1.56M 0.02%
152,191
-22,893
293
$1.55M 0.02%
+126,372
294
$1.53M 0.02%
149,723
+140,802
295
$1.53M 0.02%
+202,090
296
$1.52M 0.02%
149,058
+82,600
297
$1.51M 0.02%
112,036
+34,270
298
$1.49M 0.02%
144,018
+26,093
299
$1.49M 0.02%
+8,500
300
$1.49M 0.02%
146,843
+72,912
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