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
1001
$23K ﹤0.01%
255,726
1002
$22.7K ﹤0.01%
285,133
+155,659
1003
$22.6K ﹤0.01%
2,493
-72,560
1004
$22.3K ﹤0.01%
+2,594
1005
$21.9K ﹤0.01%
87,755
+18,817
1006
$21.8K ﹤0.01%
4,023
-267,844
1007
$21.3K ﹤0.01%
+2,100
1008
$21K ﹤0.01%
+2,200
1009
$20.7K ﹤0.01%
2,077
-3,000
1010
$20.4K ﹤0.01%
296,000
1011
$20.2K ﹤0.01%
585,000
1012
$20K ﹤0.01%
5,810
+720
1013
$19.9K ﹤0.01%
+381
1014
$19.9K ﹤0.01%
1,565
-520
1015
$19.8K ﹤0.01%
1,933
+1,917
1016
$19.7K ﹤0.01%
1,938
-7,963
1017
$19.6K ﹤0.01%
402
-5,940
1018
$19.6K ﹤0.01%
+1,915
1019
$19.5K ﹤0.01%
194,837
1020
$19.4K ﹤0.01%
97,131
-5,590
1021
$19.3K ﹤0.01%
+29,147
1022
$19.2K ﹤0.01%
106,836
1023
$19.2K ﹤0.01%
1,900
1024
$19.1K ﹤0.01%
318,651
1025
$19.1K ﹤0.01%
131
39 40
41
42 43