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
801
$106K ﹤0.01%
+14,589
802
$104K ﹤0.01%
+10,162
803
$102K ﹤0.01%
8,477
+5,635
804
$101K ﹤0.01%
+11,204
805
$101K ﹤0.01%
+9,933
806
$99.8K ﹤0.01%
9,710
-935,798
807
$98.9K ﹤0.01%
+11,554
808
$97.7K ﹤0.01%
89,629
+68,092
809
$97.3K ﹤0.01%
+5,502
810
$96.8K ﹤0.01%
63,667
+2,508
811
$96.6K ﹤0.01%
+3,000
812
$95.2K ﹤0.01%
666
-7,089
813
$95.2K ﹤0.01%
18,802
+4,504
814
$94.6K ﹤0.01%
6,259
-59,557
815
$94.6K ﹤0.01%
+11,690
816
$94.2K ﹤0.01%
9,194
-5,699
817
$93.8K ﹤0.01%
9,370
-9,000
818
$92.8K ﹤0.01%
9,248
-4,001
819
$92.5K ﹤0.01%
+9,170
820
$92.4K ﹤0.01%
4,338
-20,067
821
$91.9K ﹤0.01%
3,415
822
$89.5K ﹤0.01%
8,904
-5,000
823
$88.7K ﹤0.01%
1,387,814
-100
824
$88.1K ﹤0.01%
+6,398
825
$87.9K ﹤0.01%
7,554
-5,401
31 32
33
34 35