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
651
$277K ﹤0.01%
+26,042
652
$275K ﹤0.01%
26,681
+12,691
653
$270K ﹤0.01%
10,600
654
$270K ﹤0.01%
+3,239
655
$269K ﹤0.01%
3,298
656
$267K ﹤0.01%
30,786
+6,416
657
$267K ﹤0.01%
42,963
658
$264K ﹤0.01%
+25,706
659
$262K ﹤0.01%
23,339
-492
660
$258K ﹤0.01%
13,311
661
$256K ﹤0.01%
25,438
-9,168
662
$255K ﹤0.01%
+23,059
663
$255K ﹤0.01%
39,105
+35,081
664
$254K ﹤0.01%
3,743
665
$252K ﹤0.01%
+21,714
666
$246K ﹤0.01%
+19,783
667
$244K ﹤0.01%
22,927
+22,476
668
$244K ﹤0.01%
21,661
-15,364
669
$244K ﹤0.01%
28,009
-119,849
670
$243K ﹤0.01%
+119,883
671
$243K ﹤0.01%
80,941
+31,799
672
$243K ﹤0.01%
+19,657
673
$243K ﹤0.01%
+12,956
674
$242K ﹤0.01%
24,129
-14,401
675
$242K ﹤0.01%
23,925
+9,115
25 26
27
28 29