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
901
$48.1K ﹤0.01%
+3,881
902
$47.3K ﹤0.01%
472,853
+404,707
903
$47K ﹤0.01%
+546
904
$46.6K ﹤0.01%
4,480
-105
905
$46.3K ﹤0.01%
4,628
-11,998
906
$45.8K ﹤0.01%
5,652
-801
907
$45.4K ﹤0.01%
+5,635
908
$45.3K ﹤0.01%
1,022
909
$45K ﹤0.01%
4,494
-10,700
910
$44.7K ﹤0.01%
8,583
-1,719
911
$44.7K ﹤0.01%
4,369
-12
912
$44.3K ﹤0.01%
35,438
-10,992
913
$44.2K ﹤0.01%
4,400
-317,626
914
$44K ﹤0.01%
4,314
-1,927
915
$44K ﹤0.01%
549,927
+365,306
916
$44K ﹤0.01%
+157
917
$42.6K ﹤0.01%
2,393
-15,711
918
$42.5K ﹤0.01%
530,917
919
$41.5K ﹤0.01%
518,452
920
$41.2K ﹤0.01%
4,000
921
$40.9K ﹤0.01%
4,112
922
$40K ﹤0.01%
17,849
-2,799
923
$39.8K ﹤0.01%
332,022
924
$38.6K ﹤0.01%
500
925
$37.9K ﹤0.01%
1,123
-957
35 36
37
38 39