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
76
$5.1M 0.05%
367,418
+65,752
77
$5.08M 0.05%
46,622
+3,057
78
$5.06M 0.05%
500,203
-32,707
79
$5.05M 0.05%
555,680
+236,344
80
$4.95M 0.05%
+12,353
81
$4.95M 0.05%
455,110
-7,327
82
$4.91M 0.05%
481,320
-39,752
83
$4.9M 0.05%
+476,421
84
$4.85M 0.05%
269,614
+58,546
85
$4.82M 0.05%
471,637
-108,562
86
$4.82M 0.05%
483,646
+113,874
87
$4.8M 0.05%
468,321
+23,103
88
$4.8M 0.05%
311,039
+87,984
89
$4.78M 0.05%
+46,788
90
$4.78M 0.05%
469,529
-2,501
91
$4.75M 0.05%
458,231
+56,992
92
$4.69M 0.05%
14,862
+3,976
93
$4.65M 0.05%
188,101
-136,074
94
$4.64M 0.05%
455,494
+51,901
95
$4.63M 0.05%
119,798
+71,778
96
$4.43M 0.05%
428,257
-10,852
97
$4.43M 0.05%
265,196
+61,580
98
$4.41M 0.05%
433,649
-14,405
99
$4.39M 0.05%
420,379
-19,146
100
$4.36M 0.05%
319,651
+113,844
2 3
4
5 6