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
551
$487K 0.01%
97,028
-230,113
552
$486K 0.01%
+30,296
553
$486K 0.01%
19,405
+508
554
$483K 0.01%
+29,858
555
$476K ﹤0.01%
83,294
+5,500
556
$474K ﹤0.01%
+4,500
557
$468K ﹤0.01%
39,357
+25,576
558
$467K ﹤0.01%
88,255
559
$465K ﹤0.01%
10,112
+1,758
560
$465K ﹤0.01%
15,000
-5,000
561
$464K ﹤0.01%
45,814
+22,907
562
$463K ﹤0.01%
96,199
+3,500
563
$462K ﹤0.01%
6,778
+888
564
$462K ﹤0.01%
+44,985
565
$460K ﹤0.01%
9,033
566
$457K ﹤0.01%
35,894
+1,100
567
$455K ﹤0.01%
44,560
-9,855
568
$454K ﹤0.01%
25,266
569
$452K ﹤0.01%
501
+327
570
$450K ﹤0.01%
14,109
571
$449K ﹤0.01%
+11,403
572
$448K ﹤0.01%
+50,779
573
$445K ﹤0.01%
+12,000
574
$442K ﹤0.01%
11,744
575
$433K ﹤0.01%
2,500
-500
21 22
23
24 25