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
601
$378K ﹤0.01%
7,529
-851
602
$374K ﹤0.01%
36,638
-6,348
603
$372K ﹤0.01%
29,188
-3,844
604
$369K ﹤0.01%
36,970
+29,093
605
$366K ﹤0.01%
74,965
+34,407
606
$364K ﹤0.01%
+35,156
607
$363K ﹤0.01%
35,405
-24,595
608
$353K ﹤0.01%
34,426
-4,114
609
$352K ﹤0.01%
60,914
+31,398
610
$350K ﹤0.01%
34,919
-69,465
611
$348K ﹤0.01%
40,244
+11,047
612
$336K ﹤0.01%
16,043
-3,802
613
$333K ﹤0.01%
37,982
-4,246
614
$330K ﹤0.01%
+32,251
615
$327K ﹤0.01%
32,763
-93,467
616
$325K ﹤0.01%
35,474
+32,104
617
$323K ﹤0.01%
51,101
+4,137
618
$323K ﹤0.01%
4,925
-29,592
619
$320K ﹤0.01%
+19,791
620
$318K ﹤0.01%
6,198
-3,727
621
$316K ﹤0.01%
11,180
-7,745
622
$315K ﹤0.01%
3,069
+616
623
$315K ﹤0.01%
43,158
+1,414
624
$312K ﹤0.01%
+28,091
625
$311K ﹤0.01%
32,386
-176,722
23 24
25
26 27