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
326
$1.3M 0.01%
128,410
-6,839
327
$1.29M 0.01%
126,346
-7,081
328
$1.28M 0.01%
134,605
+66,856
329
$1.28M 0.01%
224,210
+161,545
330
$1.27M 0.01%
9,688
331
$1.27M 0.01%
125,700
+44,507
332
$1.25M 0.01%
81,061
-5,599
333
$1.24M 0.01%
125,028
-51,285
334
$1.24M 0.01%
121,000
-819,648
335
$1.24M 0.01%
286,084
+900
336
$1.23M 0.01%
+122,967
337
$1.23M 0.01%
43,409
-3,702
338
$1.22M 0.01%
+118,501
339
$1.21M 0.01%
+43,393
340
$1.21M 0.01%
119,274
-13,558
341
$1.19M 0.01%
+138,262
342
$1.19M 0.01%
86,772
343
$1.18M 0.01%
+22,873
344
$1.18M 0.01%
114,592
+113,792
345
$1.18M 0.01%
181,406
-38,051
346
$1.17M 0.01%
29,417
+21,988
347
$1.16M 0.01%
22,152
+9,752
348
$1.15M 0.01%
105,368
+65,101
349
$1.15M 0.01%
+113,487
350
$1.14M 0.01%
110,780
+44,395
12 13
14
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