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
701
$210K ﹤0.01%
28,140
+10,523
702
$209K ﹤0.01%
20,701
+5,613
703
$208K ﹤0.01%
6,705
-354
704
$204K ﹤0.01%
+116,130
705
$204K ﹤0.01%
19,800
+18,613
706
$202K ﹤0.01%
20,132
-2,700
707
$201K ﹤0.01%
19,442
-39,280
708
$200K ﹤0.01%
20,092
+13,701
709
$198K ﹤0.01%
19,735
-9,920
710
$197K ﹤0.01%
6,876
+2,207
711
$196K ﹤0.01%
+19,400
712
$195K ﹤0.01%
8,652
713
$195K ﹤0.01%
18,976
-1,102
714
$194K ﹤0.01%
+18,591
715
$193K ﹤0.01%
19,191
+16,990
716
$191K ﹤0.01%
84,412
717
$189K ﹤0.01%
18,869
-9,180
718
$189K ﹤0.01%
18,696
-1,956
719
$188K ﹤0.01%
+21,548
720
$188K ﹤0.01%
470,528
+430,086
721
$188K ﹤0.01%
+62,850
722
$184K ﹤0.01%
19,953
+19,453
723
$183K ﹤0.01%
15,939
-159,780
724
$183K ﹤0.01%
2,836
-8,011
725
$176K ﹤0.01%
23,192
-5,341
27 28
29
30 31