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
726
$176K ﹤0.01%
+9
727
$176K ﹤0.01%
+29,320
728
$173K ﹤0.01%
17,130
-2,757
729
$170K ﹤0.01%
7,326
+200
730
$170K ﹤0.01%
+10,055
731
$169K ﹤0.01%
16,740
-3,912
732
$167K ﹤0.01%
562
-1,019
733
$166K ﹤0.01%
+15,926
734
$165K ﹤0.01%
12,027
-600
735
$163K ﹤0.01%
15,998
736
$161K ﹤0.01%
6,101
737
$161K ﹤0.01%
15,816
-1,399
738
$159K ﹤0.01%
+9,024
739
$158K ﹤0.01%
15,661
-500
740
$157K ﹤0.01%
15,597
-5,968
741
$157K ﹤0.01%
12,000
742
$157K ﹤0.01%
23,186
-2,349
743
$154K ﹤0.01%
15,373
+10,575
744
$153K ﹤0.01%
4,902
+2,000
745
$151K ﹤0.01%
+13,880
746
$150K ﹤0.01%
+23,128
747
$150K ﹤0.01%
14,645
-7,343
748
$149K ﹤0.01%
13,342
-107,437
749
$148K ﹤0.01%
+10,527
750
$148K ﹤0.01%
14,454
+7,936
28 29
30
31 32