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
926
$37.6K ﹤0.01%
4,856
-126,403
927
$37.5K ﹤0.01%
159,301
928
$37.1K ﹤0.01%
10,403
-3,092
929
$36.9K ﹤0.01%
+4,711
930
$36.6K ﹤0.01%
5,144
-51,377
931
$36.5K ﹤0.01%
+3,780
932
$36.5K ﹤0.01%
2,733
-6,341
933
$36.5K ﹤0.01%
313,889
+889
934
$36.5K ﹤0.01%
+716
935
$36.1K ﹤0.01%
90,374
+401
936
$36.1K ﹤0.01%
3,504
-7,398
937
$36K ﹤0.01%
3,470
-7,100
938
$35.9K ﹤0.01%
1,500
939
$35.7K ﹤0.01%
446,019
940
$35.3K ﹤0.01%
+107
941
$34.7K ﹤0.01%
10,345
+104
942
$34.4K ﹤0.01%
3,373
+674
943
$34.4K ﹤0.01%
+772
944
$34.3K ﹤0.01%
2,726
945
$34.1K ﹤0.01%
975,556
946
$33.8K ﹤0.01%
307,602
-400
947
$33.6K ﹤0.01%
+810
948
$33.4K ﹤0.01%
+2,678
949
$33.3K ﹤0.01%
3,207
-7,169
950
$33K ﹤0.01%
100,000
-374,255
36 37
38
39 40