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
$5.31B
AUM Growth
-$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,891
New
Increased
Reduced
Closed

Top Buys

1
+$370M
2
+$33.3M
3
+$10.6M
4
BA icon
Boeing
BA
+$8.36M
5
NET icon
Cloudflare
NET
+$6.05M

Top Sells

1
+$34.3M
2
+$14.8M
3
+$14.4M
4
V icon
Visa
V
+$12.7M
5
GOGN
GoGreen Investments Corporation
GOGN
+$12M

Sector Composition

1 Financials 6.55%
2 Industrials 2.31%
3 Technology 1.65%
4 Healthcare 1.63%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$542K 0.01%
4,694
-297,534
452
$536K 0.01%
55,245
-10,154
453
$527K 0.01%
234,288
+33,562
454
$518K 0.01%
27,002
-16,729
455
$518K 0.01%
49,573
+21,895
456
$515K 0.01%
+11,083
457
$513K 0.01%
49,126
-11,871
458
$512K 0.01%
37,251
+3,882
459
$512K 0.01%
49,804
-30,196
460
$512K 0.01%
15,000
-10,000
461
$511K 0.01%
+50,000
462
$508K 0.01%
2,834
+2,137
463
$501K 0.01%
77,386
+47,506
464
$501K 0.01%
7,000
-48,000
465
$501K 0.01%
7,000
-26,000
466
$499K 0.01%
47,305
+40,788
467
$499K 0.01%
43,698
-24,260
468
$496K 0.01%
2,000
-904
469
$480K 0.01%
34,495
+19,530
470
$480K 0.01%
+32,648
471
$479K 0.01%
42,498
+7,314
472
$477K 0.01%
17,400
-13,767
473
$472K 0.01%
+4,000
474
$471K 0.01%
25,963
-22,627
475
$471K 0.01%
10,402
-2,600
17 18
19
20 21