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
476
$661K 0.01%
64,257
-15,047
477
$659K 0.01%
64,361
-20,713
478
$658K 0.01%
65,566
-49,352
479
$658K 0.01%
12,489
480
$654K 0.01%
+119,425
481
$654K 0.01%
+36,580
482
$649K 0.01%
+36,951
483
$645K 0.01%
67,440
-132,980
484
$644K 0.01%
50,095
+29,549
485
$635K 0.01%
38,759
+1,502
486
$631K 0.01%
47,916
+14,366
487
$631K 0.01%
+6,223
488
$627K 0.01%
55,979
-6,012
489
$624K 0.01%
32,883
-30,985
490
$623K 0.01%
61,031
-11,423
491
$620K 0.01%
6,255
+1,415
492
$609K 0.01%
3,590
493
$608K 0.01%
+54,478
494
$608K 0.01%
87,314
+83,521
495
$599K 0.01%
120,697
+26,858
496
$593K 0.01%
+2,500
497
$593K 0.01%
+75,961
498
$591K 0.01%
59,068
-13,583
499
$589K 0.01%
17,920
500
$587K 0.01%
71,893
18 19
20
21 22