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
676
$241K ﹤0.01%
23,301
-7,699
677
$241K ﹤0.01%
+37,648
678
$238K ﹤0.01%
24,307
-39,901
679
$237K ﹤0.01%
+23,082
680
$235K ﹤0.01%
+93,222
681
$235K ﹤0.01%
23,352
-14,723
682
$233K ﹤0.01%
19,602
-7,657
683
$231K ﹤0.01%
21,124
+3,979
684
$230K ﹤0.01%
19,477
+13,988
685
$229K ﹤0.01%
121,768
686
$227K ﹤0.01%
4,000
687
$226K ﹤0.01%
427
-13,732
688
$225K ﹤0.01%
3,480
-5,860
689
$221K ﹤0.01%
21,445
+9,445
690
$220K ﹤0.01%
1,061
-5,939
691
$219K ﹤0.01%
17,680
-8,310
692
$218K ﹤0.01%
18,970
-121,580
693
$216K ﹤0.01%
7,720
-7,645
694
$214K ﹤0.01%
140,887
+82,181
695
$213K ﹤0.01%
21,120
696
$212K ﹤0.01%
5,541
-5,185
697
$211K ﹤0.01%
+4,984
698
$211K ﹤0.01%
13,782
699
$210K ﹤0.01%
23,102
+14,331
700
$210K ﹤0.01%
50,589
+46,566
26 27
28
29 30