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
826
$87.9K ﹤0.01%
+12,920
827
$87.7K ﹤0.01%
8,735
-7,000
828
$86.7K ﹤0.01%
8,435
+8,250
829
$86.7K ﹤0.01%
+8,442
830
$86.6K ﹤0.01%
8,501
-6,164
831
$86.5K ﹤0.01%
11,438
-8,766
832
$85.9K ﹤0.01%
8,400
-1,300
833
$85.9K ﹤0.01%
91,388
834
$85.9K ﹤0.01%
8,421
-161,165
835
$84.1K ﹤0.01%
181,263
+19,382
836
$81.8K ﹤0.01%
8,062
-6,600
837
$81.5K ﹤0.01%
+2,996
838
$81.2K ﹤0.01%
8,059
+1
839
$81K ﹤0.01%
544
840
$80.9K ﹤0.01%
+3,000
841
$79.8K ﹤0.01%
+7,890
842
$79.1K ﹤0.01%
+7,726
843
$77.6K ﹤0.01%
+10,191
844
$76.7K ﹤0.01%
13,064
-2,674
845
$76.6K ﹤0.01%
+2,673
846
$75.9K ﹤0.01%
7,394
-6,200
847
$75.1K ﹤0.01%
7,361
-2,879
848
$75K ﹤0.01%
3,543
-12,757
849
$74.4K ﹤0.01%
725,419
850
$74.4K ﹤0.01%
7,363
-13,912
32 33
34
35 36