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 6.59%
2 Industrials 2.31%
3 Healthcare 1.63%
4 Technology 1.61%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.14M 0.06%
487,302
-128,379
52
$5.14M 0.06%
21,629
-53,296
53
$5.01M 0.06%
455,456
-1,001
54
$4.94M 0.06%
392,293
+165,072
55
$4.92M 0.06%
456,341
-227,067
56
$4.91M 0.06%
294,155
+38,761
57
$4.85M 0.06%
590,210
+71,323
58
$4.85M 0.06%
9,011
+4,593
59
$4.76M 0.06%
450,271
+115,827
60
$4.76M 0.06%
274,955
+13,428
61
$4.75M 0.06%
150,000
-50,000
62
$4.72M 0.06%
439,773
+53,934
63
$4.71M 0.06%
447,302
-1,000
64
$4.7M 0.06%
340,661
+2,945
65
$4.7M 0.06%
451,354
-8,822
66
$4.69M 0.06%
65,522
+491
67
$4.53M 0.05%
430,984
+2,984
68
$4.53M 0.05%
440,599
+103,077
69
$4.52M 0.05%
428,951
+30,175
70
$4.46M 0.05%
103,419
-24,600
71
$4.44M 0.05%
260,163
-22,571
72
$4.37M 0.05%
+416,236
73
$4.34M 0.05%
409,295
+345,933
74
$4.34M 0.05%
+416,615
75
$4.33M 0.05%
404,208
+16,224
1 2
3
4 5