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
$5.31B
AUM Growth
-$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,891
New
Increased
Reduced
Closed

Top Buys

1
+$370M
2
+$33.3M
3
+$10.6M
4
BA icon
Boeing
BA
+$8.36M
5
NET icon
Cloudflare
NET
+$6.05M

Top Sells

1
+$34.3M
2
+$14.8M
3
+$14.4M
4
V icon
Visa
V
+$12.7M
5
GOGN
GoGreen Investments Corporation
GOGN
+$12M

Sector Composition

1 Financials 6.59%
2 Industrials 2.31%
3 Healthcare 1.63%
4 Technology 1.61%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.31M 0.05%
414,815
+25,433
77
$4.26M 0.05%
+108,271
78
$4.25M 0.05%
401,762
+29,320
79
$4.2M 0.05%
399,919
+136,611
80
$4.17M 0.05%
233,033
+13,358
81
$4.14M 0.05%
206,449
-50,591
82
$4.13M 0.05%
388,744
-1,098
83
$4.11M 0.05%
389,300
-614,575
84
$4.08M 0.05%
383,924
+48,000
85
$4.08M 0.05%
7,719
-5,942
86
$4.06M 0.05%
156,486
+10,000
87
$3.99M 0.05%
374,340
-4,109
88
$3.96M 0.05%
+89,990
89
$3.95M 0.05%
21,341
-35,135
90
$3.93M 0.05%
377,262
+27,234
91
$3.91M 0.05%
379,022
-5,000
92
$3.86M 0.05%
367,732
+166,212
93
$3.81M 0.05%
361,365
-7,280
94
$3.79M 0.05%
26,385
-5,100
95
$3.74M 0.04%
41,729
-32,806
96
$3.71M 0.04%
175,441
-33,135
97
$3.69M 0.04%
61,294
+60,818
98
$3.67M 0.04%
3,115
-200
99
$3.66M 0.04%
342,181
-8,086
100
$3.63M 0.04%
399,998
+36,651
2 3
4
5 6