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
951
$32.4K ﹤0.01%
381,272
952
$32.1K ﹤0.01%
401,544
953
$31.8K ﹤0.01%
3,097
-160
954
$31.8K ﹤0.01%
3,160
-3,512
955
$31.2K ﹤0.01%
520,516
956
$31.2K ﹤0.01%
3,110
-6,511
957
$31.1K ﹤0.01%
477,738
958
$30.9K ﹤0.01%
400
959
$30.9K ﹤0.01%
98,189
+5,850
960
$30.8K ﹤0.01%
1,356
-9,489
961
$30.8K ﹤0.01%
+5,000
962
$30.5K ﹤0.01%
+3,000
963
$30.2K ﹤0.01%
8,434
-2,000
964
$29.5K ﹤0.01%
4,671
965
$29K ﹤0.01%
2,882
-3,224
966
$29K ﹤0.01%
6,814
+6,155
967
$28.9K ﹤0.01%
3,650
-74
968
$28.6K ﹤0.01%
249,054
-20,100
969
$28.6K ﹤0.01%
2,737
-14,025
970
$28.3K ﹤0.01%
174,462
971
$28K ﹤0.01%
2,731
-2
972
$27.8K ﹤0.01%
49
-6
973
$27.7K ﹤0.01%
4,645
-1,788
974
$27.5K ﹤0.01%
256
-4,526
975
$27.3K ﹤0.01%
122,898
-896
37 38
39
40 41