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
526
$542K 0.01%
+3,683
527
$542K 0.01%
53,014
-4,664
528
$542K 0.01%
53,683
+39,683
529
$539K 0.01%
47,715
+40,031
530
$538K 0.01%
24,900
-100
531
$537K 0.01%
+15,000
532
$536K 0.01%
36,353
+12,949
533
$532K 0.01%
+112,494
534
$528K 0.01%
50,492
+2,037
535
$527K 0.01%
85,973
-33,709
536
$523K 0.01%
13,869
537
$521K 0.01%
14,731
+13,500
538
$518K 0.01%
51,129
+33,383
539
$516K 0.01%
43,400
-198,598
540
$515K 0.01%
75,116
+20,791
541
$514K 0.01%
38,874
542
$513K 0.01%
45,600
+41,140
543
$511K 0.01%
29,435
+28,922
544
$506K 0.01%
5,133
+3,953
545
$503K 0.01%
+69,385
546
$503K 0.01%
106,139
+29,900
547
$502K 0.01%
+114,146
548
$500K 0.01%
+3,374
549
$493K 0.01%
+8,817
550
$491K 0.01%
+45,704
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