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
$5.22B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,730
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$54.3M
3
+$10.6M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$8.43M
5
BTSGU icon
BrightSpring Health Services Unit
BTSGU
+$7.62M

Top Sells

1
+$694M
2
+$17.1M
3
+$15.3M
4
NVDA icon
NVIDIA
NVDA
+$12M
5
PEP icon
PepsiCo
PEP
+$10.9M

Sector Composition

1 Financials 4.96%
2 Real Estate 1.82%
3 Consumer Discretionary 1.64%
4 Industrials 1.52%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.56M 0.05%
412,552
-154,161
52
$4.55M 0.05%
551,206
-184,542
53
$4.54M 0.05%
100,000
+75,000
54
$4.53M 0.05%
+5,431
55
$4.52M 0.05%
172,500
-90,000
56
$4.35M 0.05%
219,883
-137,936
57
$4.34M 0.05%
371,068
+34,351
58
$4.29M 0.05%
399,454
+106,419
59
$4.28M 0.05%
377,866
+4,351
60
$4.15M 0.05%
368,524
-14,930
61
$4.13M 0.05%
+14,513
62
$4.04M 0.05%
80,909
-105,409
63
$4.03M 0.05%
362,354
-101,817
64
$3.88M 0.04%
349,852
+190,056
65
$3.88M 0.04%
+347,838
66
$3.85M 0.04%
344,021
+201,658
67
$3.84M 0.04%
3,215
68
$3.73M 0.04%
345,113
-5,059
69
$3.68M 0.04%
340,869
+11,116
70
$3.66M 0.04%
95,464
+48,612
71
$3.63M 0.04%
+339,231
72
$3.59M 0.04%
319,948
+94,847
73
$3.59M 0.04%
322,648
-2,600
74
$3.56M 0.04%
55,459
+33,009
75
$3.53M 0.04%
127,430
1 2
3
4 5