WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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
+$34.6M
2
+$16.2M
3
+$15.3M
4
UGIC
UGI Corporation
UGIC
+$9.02M
5
KBR icon
KBR
KBR
+$8.71M

Top Sells

1
+$20.1M
2
+$19.2M
3
+$16.1M
4
HTAQ
Hunt Companies Acquisition Corp. I
HTAQ
+$10.1M
5
META icon
Meta Platforms (Facebook)
META
+$9.56M

Sector Composition

1 Financials 6.36%
2 Technology 4.86%
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
976
$27.3K ﹤0.01%
340,978
977
$27.1K ﹤0.01%
+90,361
978
$27K ﹤0.01%
+2,694
979
$27K ﹤0.01%
107,767
-18,825
980
$26.5K ﹤0.01%
442,392
981
$26.5K ﹤0.01%
2,599
-8,731
982
$26.3K ﹤0.01%
2,635
-1,275
983
$26.2K ﹤0.01%
290,842
984
$25.8K ﹤0.01%
112,048
+292
985
$25.7K ﹤0.01%
160,419
986
$25.6K ﹤0.01%
165
-349
987
$25.4K ﹤0.01%
+1,620
988
$25.4K ﹤0.01%
725,419
989
$24.5K ﹤0.01%
2,413
990
$24.4K ﹤0.01%
5,603
991
$24.4K ﹤0.01%
2,377
-1,199
992
$24.3K ﹤0.01%
+2,427
993
$24.3K ﹤0.01%
312,303
+5,003
994
$23.9K ﹤0.01%
239,439
-1,000
995
$23.9K ﹤0.01%
21,318
+5,384
996
$23.8K ﹤0.01%
196,072
-200,000
997
$23.7K ﹤0.01%
149
+7
998
$23.6K ﹤0.01%
2,309
-2,931
999
$23.5K ﹤0.01%
585,000
1000
$23.4K ﹤0.01%
294,918
38 39
40
41 42