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
426
$796K 0.01%
77,934
+76,831
427
$791K 0.01%
+71,866
428
$791K 0.01%
202,794
+89,126
429
$789K 0.01%
46,341
-11,750
430
$781K 0.01%
37,543
-3,816
431
$780K 0.01%
14,575
432
$778K 0.01%
76,158
+54,657
433
$778K 0.01%
73,598
+35,533
434
$770K 0.01%
125,221
+24,850
435
$769K 0.01%
89,012
+5,997
436
$767K 0.01%
19,828
-4,543
437
$762K 0.01%
21,092
-10,817
438
$759K 0.01%
+68,473
439
$758K 0.01%
+29,753
440
$758K 0.01%
73,787
-119,118
441
$756K 0.01%
41,951
442
$749K 0.01%
55,911
+42,519
443
$748K 0.01%
52,142
-18,362
444
$745K 0.01%
+72,343
445
$744K 0.01%
73,844
+35,185
446
$736K 0.01%
55,533
+2,810
447
$730K 0.01%
2,203
448
$729K 0.01%
71,044
+11,046
449
$728K 0.01%
51,670
+47,097
450
$727K 0.01%
70,134
+68,740
16 17
18
19 20