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
51
$6.93M 0.07%
684,539
-4,872
52
$6.56M 0.07%
665,640
-202,176
53
$6.52M 0.07%
648,577
+397,577
54
$6.5M 0.07%
+146,569
55
$6.43M 0.07%
123,508
+57,290
56
$6.4M 0.07%
510,000
+337,500
57
$6.11M 0.06%
600,065
+41,801
58
$5.88M 0.06%
+58,094
59
$5.74M 0.06%
+335,000
60
$5.64M 0.06%
46
+7
61
$5.57M 0.06%
543,023
-9,462
62
$5.5M 0.06%
+133,227
63
$5.39M 0.06%
525,045
-11,422
64
$5.38M 0.06%
344,133
+168,245
65
$5.33M 0.06%
+28,000
66
$5.28M 0.05%
775,137
+471,798
67
$5.24M 0.05%
390,303
-19,252
68
$5.24M 0.05%
504,831
+24,403
69
$5.2M 0.05%
644,581
-198,187
70
$5.18M 0.05%
632,567
+18,022
71
$5.16M 0.05%
512,488
+508,688
72
$5.16M 0.05%
506,486
+22,559
73
$5.14M 0.05%
499,123
+87,224
74
$5.14M 0.05%
498,113
-1,887
75
$5.13M 0.05%
38,708
+37,526
1 2
3
4 5