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
$5.31B
AUM Growth
-$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,891
New
Increased
Reduced
Closed

Top Buys

1
+$370M
2
+$33.3M
3
+$10.6M
4
BA icon
Boeing
BA
+$8.36M
5
NET icon
Cloudflare
NET
+$6.05M

Top Sells

1
+$34.3M
2
+$14.8M
3
+$14.4M
4
V icon
Visa
V
+$12.7M
5
GOGN
GoGreen Investments Corporation
GOGN
+$12M

Sector Composition

1 Financials 6.55%
2 Industrials 2.31%
3 Technology 1.65%
4 Healthcare 1.63%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$22.5K ﹤0.01%
5,878
-1,597
802
$22.3K ﹤0.01%
514
803
$22.3K ﹤0.01%
159,301
804
$21.9K ﹤0.01%
2,200
805
$21.3K ﹤0.01%
187,763
806
$21.3K ﹤0.01%
1,115
-150
807
$21.3K ﹤0.01%
+1,000
808
$21K ﹤0.01%
312,303
809
$20.8K ﹤0.01%
+196
810
$20.8K ﹤0.01%
463
-1,060
811
$20.1K ﹤0.01%
401,544
812
$20.1K ﹤0.01%
57,610
-6,560
813
$19.9K ﹤0.01%
132,424
-56,540
814
$19.8K ﹤0.01%
494,100
815
$19.6K ﹤0.01%
1,903
-43,529
816
$19.1K ﹤0.01%
127,278
817
$19K ﹤0.01%
+578,264
818
$18.9K ﹤0.01%
94,653
-20,823
819
$18.9K ﹤0.01%
210,000
820
$18.7K ﹤0.01%
89,197
+10,158
821
$18.7K ﹤0.01%
+293
822
$18.7K ﹤0.01%
5,454
-1,411
823
$18.6K ﹤0.01%
313,889
824
$18.5K ﹤0.01%
3,940
-164,106
825
$18.2K ﹤0.01%
385,910
31 32
33
34 35