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
501
$587K 0.01%
+37,173
502
$586K 0.01%
+55,790
503
$586K 0.01%
51,708
+21,131
504
$585K 0.01%
11,369
505
$584K 0.01%
+52,750
506
$579K 0.01%
197,643
+42,533
507
$576K 0.01%
75,891
-7,444
508
$576K 0.01%
87,270
-3,190
509
$575K 0.01%
55,645
-16,477
510
$573K 0.01%
+56,075
511
$572K 0.01%
+25,069
512
$572K 0.01%
63,862
513
$568K 0.01%
56,482
-29,890
514
$566K 0.01%
+37,696
515
$563K 0.01%
6,046
+2,546
516
$563K 0.01%
+4,994
517
$555K 0.01%
+55,333
518
$551K 0.01%
+84,190
519
$551K 0.01%
+53,700
520
$549K 0.01%
+3,500
521
$548K 0.01%
52,922
-3,884
522
$546K 0.01%
23,657
-337
523
$545K 0.01%
48,437
+46,989
524
$544K 0.01%
87,384
-57,861
525
$542K 0.01%
8,546
-8,365
19 20
21
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