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
301
$1.48M 0.02%
145,343
+50,140
302
$1.47M 0.02%
140,167
303
$1.46M 0.02%
136,001
304
$1.46M 0.02%
129,217
305
$1.45M 0.02%
144,322
-44,681
306
$1.45M 0.02%
48,039
+635
307
$1.44M 0.02%
229,543
308
$1.44M 0.01%
101,429
+44,000
309
$1.44M 0.01%
12,537
-1,075
310
$1.44M 0.01%
156,621
+14,374
311
$1.44M 0.01%
26,275
-14,369
312
$1.43M 0.01%
141,937
-5,116
313
$1.43M 0.01%
+393,399
314
$1.42M 0.01%
39,208
+3,326
315
$1.39M 0.01%
135,976
-10,617
316
$1.39M 0.01%
126,559
+261
317
$1.38M 0.01%
27,975
318
$1.38M 0.01%
54,944
-6,219
319
$1.36M 0.01%
49,193
-4,732
320
$1.35M 0.01%
148,190
-15,038
321
$1.34M 0.01%
133,461
+122,084
322
$1.34M 0.01%
+75,085
323
$1.34M 0.01%
63,214
-2,836
324
$1.33M 0.01%
70,840
+7,316
325
$1.32M 0.01%
128,048
+87,778
11 12
13
14 15