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
$5.31B
AUM Growth
-$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,891
New
Increased
Reduced
Closed

Top Buys

1
+$370M
2
+$33.3M
3
+$10.6M
4
BA icon
Boeing
BA
+$8.36M
5
NET icon
Cloudflare
NET
+$6.05M

Top Sells

1
+$34.3M
2
+$14.8M
3
+$14.4M
4
V icon
Visa
V
+$12.7M
5
GOGN
GoGreen Investments Corporation
GOGN
+$12M

Sector Composition

1 Financials 6.55%
2 Industrials 2.31%
3 Technology 1.65%
4 Healthcare 1.63%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$66.9K ﹤0.01%
324,022
677
$66.7K ﹤0.01%
1,398
678
$65.2K ﹤0.01%
+5,575
679
$65.1K ﹤0.01%
700
680
$64.8K ﹤0.01%
281,672
681
$64.3K ﹤0.01%
583,567
-1,433
682
$62K ﹤0.01%
486,672
-900
683
$61.9K ﹤0.01%
+299
684
$61.5K ﹤0.01%
952
+700
685
$60.9K ﹤0.01%
405,867
-8,910
686
$60.8K ﹤0.01%
2,219
+1,719
687
$60.5K ﹤0.01%
7,657
+3,631
688
$59.2K ﹤0.01%
10,574
-1,283
689
$58.3K ﹤0.01%
+850
690
$58.1K ﹤0.01%
484,072
691
$57.9K ﹤0.01%
8,511
+3,741
692
$57.8K ﹤0.01%
259,558
-5,025
693
$56.5K ﹤0.01%
5,191
+4,378
694
$56.1K ﹤0.01%
4,071
-4,775
695
$55.9K ﹤0.01%
+4,288
696
$55.8K ﹤0.01%
5,208
-3,822
697
$55.3K ﹤0.01%
3,716
+1,214
698
$55.2K ﹤0.01%
250,935
-29,901
699
$54.7K ﹤0.01%
+4,943
700
$53.2K ﹤0.01%
3,819
-16,778
26 27
28
29 30