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
401
$901K 0.01%
+157,228
402
$896K 0.01%
+4,553
403
$879K 0.01%
69,244
-26,927
404
$875K 0.01%
83,297
+8,292
405
$871K 0.01%
527,634
406
$867K 0.01%
84,373
+40,017
407
$861K 0.01%
85,881
-1,465
408
$860K 0.01%
+60,780
409
$860K 0.01%
84,563
+30,051
410
$857K 0.01%
85,191
+24,012
411
$851K 0.01%
131,271
+39,065
412
$844K 0.01%
+40,711
413
$842K 0.01%
80,219
-131,282
414
$836K 0.01%
4,175
-1,883
415
$833K 0.01%
32,711
+3,023
416
$827K 0.01%
+163,054
417
$825K 0.01%
82,047
-16,101
418
$821K 0.01%
+81,564
419
$817K 0.01%
81,429
+10,526
420
$812K 0.01%
16,831
-10,703
421
$806K 0.01%
79,122
+13,590
422
$806K 0.01%
32,163
+10,700
423
$801K 0.01%
78,011
+24,298
424
$800K 0.01%
80,000
425
$800K 0.01%
118,854
+83,017
15 16
17
18 19