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
776
$124K ﹤0.01%
12,227
777
$123K ﹤0.01%
+399
778
$123K ﹤0.01%
395,703
+43,796
779
$123K ﹤0.01%
14,274
+5,061
780
$122K ﹤0.01%
11,819
-264,892
781
$122K ﹤0.01%
+14,178
782
$121K ﹤0.01%
+11,763
783
$120K ﹤0.01%
11,480
-955
784
$120K ﹤0.01%
12,062
-181,739
785
$119K ﹤0.01%
34,609
-4,684
786
$118K ﹤0.01%
8,870
787
$118K ﹤0.01%
+10,235
788
$117K ﹤0.01%
+14,803
789
$117K ﹤0.01%
971
-7,529
790
$115K ﹤0.01%
168,464
-1,668
791
$114K ﹤0.01%
3,594
792
$113K ﹤0.01%
158,546
793
$112K ﹤0.01%
10,931
-6,027
794
$112K ﹤0.01%
11,043
-1,404
795
$111K ﹤0.01%
+10,998
796
$110K ﹤0.01%
805
797
$109K ﹤0.01%
8,077
+6,133
798
$107K ﹤0.01%
+36,119
799
$107K ﹤0.01%
211
-162
800
$106K ﹤0.01%
10,583
+1,407
30 31
32
33 34