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
626
$311K ﹤0.01%
+27,833
627
$310K ﹤0.01%
32,085
-6,377
628
$309K ﹤0.01%
4,575
+755
629
$302K ﹤0.01%
12,145
+1,160
630
$301K ﹤0.01%
+44,235
631
$300K ﹤0.01%
+20,076
632
$299K ﹤0.01%
25,982
-2,342
633
$298K ﹤0.01%
+28,830
634
$298K ﹤0.01%
29,560
+10,660
635
$295K ﹤0.01%
+28,219
636
$295K ﹤0.01%
28,803
637
$294K ﹤0.01%
4,799
638
$294K ﹤0.01%
+3,516
639
$292K ﹤0.01%
35,791
-4,408
640
$292K ﹤0.01%
171,077
+71,267
641
$291K ﹤0.01%
+28,612
642
$291K ﹤0.01%
+28,841
643
$289K ﹤0.01%
28,612
-4,680
644
$289K ﹤0.01%
25,484
+5,982
645
$288K ﹤0.01%
533,743
646
$287K ﹤0.01%
4,265
647
$284K ﹤0.01%
25,222
-8,358
648
$283K ﹤0.01%
+43,208
649
$282K ﹤0.01%
29,988
+27,138
650
$278K ﹤0.01%
384
-410
24 25
26
27 28