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
376
$1.01M 0.01%
137,023
377
$1.01M 0.01%
97,000
-57,311
378
$1.01M 0.01%
110,098
+5,922
379
$1M 0.01%
87,835
+6,800
380
$995K 0.01%
4,695
+2,413
381
$992K 0.01%
98,848
+25,024
382
$992K 0.01%
+55,000
383
$990K 0.01%
+75,268
384
$988K 0.01%
26,000
+2,000
385
$985K 0.01%
938,136
386
$981K 0.01%
98,151
+45,369
387
$980K 0.01%
+133,715
388
$977K 0.01%
+62,965
389
$976K 0.01%
155,458
390
$969K 0.01%
+87,373
391
$968K 0.01%
6,250
392
$961K 0.01%
+82,382
393
$959K 0.01%
92,758
-7,242
394
$955K 0.01%
122,155
395
$937K 0.01%
5,987
-383
396
$930K 0.01%
276,724
397
$929K 0.01%
92,950
-44,106
398
$926K 0.01%
63,253
+39,715
399
$916K 0.01%
25,590
400
$903K 0.01%
89,810
-36,479
14 15
16
17 18