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
751
$144K ﹤0.01%
+11,145
752
$143K ﹤0.01%
+12,615
753
$143K ﹤0.01%
+13,777
754
$143K ﹤0.01%
34,111
-7,773
755
$142K ﹤0.01%
14,024
+2,898
756
$141K ﹤0.01%
14,033
757
$138K ﹤0.01%
13,562
-3,000
758
$138K ﹤0.01%
3,921
759
$136K ﹤0.01%
13,540
-35,386
760
$136K ﹤0.01%
16,558
-27,053
761
$135K ﹤0.01%
25,647
-18,321
762
$135K ﹤0.01%
13,539
-3,800
763
$134K ﹤0.01%
+1,069
764
$134K ﹤0.01%
13,044
-8,060
765
$131K ﹤0.01%
13,045
-4,278
766
$130K ﹤0.01%
24,601
+126
767
$130K ﹤0.01%
200,726
768
$130K ﹤0.01%
1,700
769
$126K ﹤0.01%
12,337
-6,364
770
$126K ﹤0.01%
12,338
-239,252
771
$125K ﹤0.01%
16,584
+2,498
772
$125K ﹤0.01%
1,240
+1,160
773
$124K ﹤0.01%
+12,117
774
$124K ﹤0.01%
10,000
+3,000
775
$124K ﹤0.01%
+11,405
29 30
31
32 33