WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
-0.6%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$8.06B
AUM Growth
-$384M
(-4.6%)
Cap. Flow
-$5.93B
Cap. Flow
% of AUM
-73.6%
Top 10 Holdings %
Top 10 Hldgs %
17.4%
Holding
2,571
New
687
Increased
452
Reduced
525
Closed
457
Top Buys
| 1 |
Danaher
DHR
|
+$29.5M |
| 2 |
Meta Platforms (Facebook)
META
|
+$16.6M |
| 3 |
GSRMU
GSR II Meteora Acquisition Corp. Unit
GSRMU
|
+$14.2M |
| 4 |
RBCP
RBC Bearings Incorporated 5.00% Series A Mandatory Convertible Preferred Stock
RBCP
|
+$13.3M |
| 5 |
Adobe
ADBE
|
+$12.1M |
Top Sells
| 1 |
Datadog
DDOG
|
+$33.5M |
| 2 |
Zscaler
ZS
|
+$31.3M |
| 3 |
Cloudflare
NET
|
+$29.7M |
| 4 |
Palo Alto Networks
PANW
|
+$22.5M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$14M |
Sector Composition
| 1 | Financials | 5.5% |
| 2 | Technology | 2.53% |
| 3 | Healthcare | 2.18% |
| 4 | Industrials | 1.45% |
| 5 | Consumer Discretionary | 1.01% |
