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
876
$59.6K ﹤0.01%
205,369
+10,812
877
$59.5K ﹤0.01%
6,829
-402
878
$58.7K ﹤0.01%
5,805
-9,500
879
$58.5K ﹤0.01%
339,129
-19,315
880
$57K ﹤0.01%
5,634
-4,366
881
$56.7K ﹤0.01%
236,301
+208,360
882
$55.6K ﹤0.01%
142,546
+7,767
883
$54.7K ﹤0.01%
+113,888
884
$54.1K ﹤0.01%
+493,870
885
$54K ﹤0.01%
5,358
-6,071
886
$53.9K ﹤0.01%
105,663
-30,494
887
$53.9K ﹤0.01%
+4,831
888
$53.3K ﹤0.01%
5,218
-8,512
889
$53K ﹤0.01%
5,207
+4,850
890
$52.6K ﹤0.01%
+210,600
891
$51.9K ﹤0.01%
305,556
892
$51.9K ﹤0.01%
700
893
$51.3K ﹤0.01%
258,382
-5,435
894
$50.3K ﹤0.01%
4,518
+1,000
895
$50.2K ﹤0.01%
4,892
-6,689
896
$49.4K ﹤0.01%
800
-4,294
897
$49K ﹤0.01%
+3,406
898
$48.6K ﹤0.01%
+10,595
899
$48.5K ﹤0.01%
5,314
900
$48.1K ﹤0.01%
+166,246
34 35
36
37 38