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
576
$433K ﹤0.01%
34,820
-385
577
$429K ﹤0.01%
11,430
578
$429K ﹤0.01%
28,549
+26,317
579
$420K ﹤0.01%
+14,907
580
$418K ﹤0.01%
47,859
+2,215
581
$418K ﹤0.01%
10,800
582
$417K ﹤0.01%
41,267
+13,762
583
$416K ﹤0.01%
33,137
-7,970
584
$415K ﹤0.01%
5,369
-609
585
$414K ﹤0.01%
39,696
586
$410K ﹤0.01%
51,335
+48,813
587
$407K ﹤0.01%
15,155
+9,745
588
$406K ﹤0.01%
34,398
-30,133
589
$404K ﹤0.01%
168,269
+10,741
590
$402K ﹤0.01%
39,122
+31,843
591
$398K ﹤0.01%
38,804
-10,893
592
$395K ﹤0.01%
37,810
-11,650
593
$393K ﹤0.01%
23,891
+3,000
594
$392K ﹤0.01%
9,697
595
$391K ﹤0.01%
16,621
+11,004
596
$390K ﹤0.01%
37,976
+17,778
597
$387K ﹤0.01%
+222,539
598
$387K ﹤0.01%
38,539
-8,602
599
$383K ﹤0.01%
11,079
-2,855
600
$383K ﹤0.01%
34,368
+12,942
22 23
24
25 26