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
451
$721K 0.01%
23,382
-1,900
452
$716K 0.01%
+10,000
453
$715K 0.01%
+70,137
454
$715K 0.01%
525,442
455
$714K 0.01%
22,400
456
$713K 0.01%
58,251
+23,900
457
$707K 0.01%
71,606
+57,155
458
$706K 0.01%
4,467
-498
459
$701K 0.01%
4,031
-15,045
460
$700K 0.01%
+11,870
461
$692K 0.01%
68,705
+68,205
462
$691K 0.01%
46,845
+10,300
463
$690K 0.01%
12,030
-48,048
464
$690K 0.01%
+67,313
465
$689K 0.01%
67,395
-29,973
466
$689K 0.01%
67,000
-490,155
467
$688K 0.01%
+63,319
468
$686K 0.01%
111,981
469
$682K 0.01%
6,703
-23,311
470
$681K 0.01%
53,299
+11,713
471
$678K 0.01%
+72,178
472
$677K 0.01%
16,879
+253
473
$675K 0.01%
111,504
+32,429
474
$668K 0.01%
37,393
+614
475
$661K 0.01%
+14,000
17 18
19
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