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
851
$73.9K ﹤0.01%
1,398
852
$73.6K ﹤0.01%
918
-1,836
853
$72.4K ﹤0.01%
15,012
+4,454
854
$72.1K ﹤0.01%
+9,050
855
$71.8K ﹤0.01%
7,090
856
$71.5K ﹤0.01%
270,881
+256,073
857
$71.2K ﹤0.01%
+418,978
858
$70.7K ﹤0.01%
+9,061
859
$70.5K ﹤0.01%
8,098
+958
860
$70.3K ﹤0.01%
121,168
-606
861
$70K ﹤0.01%
17,821
-9,535
862
$68.8K ﹤0.01%
6,954
-980
863
$68.3K ﹤0.01%
299
864
$67.5K ﹤0.01%
+6,600
865
$67K ﹤0.01%
+6,724
866
$66.6K ﹤0.01%
2,638
-551
867
$65.1K ﹤0.01%
1,914
+722
868
$65K ﹤0.01%
6,433
-9,010
869
$62.9K ﹤0.01%
484,072
870
$61.7K ﹤0.01%
950
-9,843
871
$61.6K ﹤0.01%
4,528
-28,968
872
$60.7K ﹤0.01%
+3,987
873
$60.7K ﹤0.01%
+8,885
874
$60.5K ﹤0.01%
6,003
-8,301
875
$59.6K ﹤0.01%
26,627
-1,438
33 34
35
36 37