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
$5.22B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,730
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$54.3M
3
+$10.6M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$8.43M
5
BTSGU icon
BrightSpring Health Services Unit
BTSGU
+$7.62M

Top Sells

1
+$694M
2
+$17.1M
3
+$15.3M
4
NVDA icon
NVIDIA
NVDA
+$12M
5
PEP icon
PepsiCo
PEP
+$10.9M

Sector Composition

1 Financials 4.96%
2 Real Estate 1.82%
3 Consumer Discretionary 1.64%
4 Industrials 1.52%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.51M 0.04%
265,268
+105,640
77
$3.48M 0.04%
51,677
-3,111
78
$3.47M 0.04%
313,277
+57,128
79
$3.45M 0.04%
307,545
+134,216
80
$3.43M 0.04%
75,000
81
$3.42M 0.04%
+92,263
82
$3.41M 0.04%
53,386
-99,898
83
$3.38M 0.04%
301,348
+49,821
84
$3.38M 0.04%
+312,710
85
$3.38M 0.04%
303,345
-22,727
86
$3.38M 0.04%
308,598
+26,900
87
$3.35M 0.04%
+17,376
88
$3.35M 0.04%
228,215
-37,208
89
$3.31M 0.04%
12,608
+100
90
$3.26M 0.04%
948,300
+804,300
91
$3.24M 0.04%
35,181
92
$3.19M 0.04%
20,904
+7,399
93
$3.16M 0.04%
293,636
+93,636
94
$3.15M 0.04%
36,594
+12,247
95
$3.11M 0.04%
291,505
+108,395
96
$3.09M 0.04%
284,666
+45,583
97
$3.08M 0.04%
133,829
+2,612
98
$3.07M 0.04%
275,309
+122,629
99
$3.06M 0.04%
288,700
+110,024
100
$3.04M 0.03%
136,988
+42,797
2 3
4
5 6