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
1026
$18.6K ﹤0.01%
+813
1027
$18.5K ﹤0.01%
411,904
1028
$18.3K ﹤0.01%
1,844
-2,200
1029
$18.3K ﹤0.01%
1,826
-6,468
1030
$18.1K ﹤0.01%
134,500
1031
$17.9K ﹤0.01%
17,355
+6,097
1032
$17.8K ﹤0.01%
197,727
1033
$17.8K ﹤0.01%
221,894
1034
$17.7K ﹤0.01%
141,532
+121,187
1035
$17.6K ﹤0.01%
+131
1036
$17.6K ﹤0.01%
+1,701
1037
$17.6K ﹤0.01%
1,583
-844
1038
$17.6K ﹤0.01%
1,720
-2,000
1039
$17.5K ﹤0.01%
63,634
+57,469
1040
$17.4K ﹤0.01%
1,747
-1,836
1041
$17.4K ﹤0.01%
252
-48
1042
$17.2K ﹤0.01%
5,256
1043
$17.1K ﹤0.01%
170,842
-240
1044
$17.1K ﹤0.01%
146,990
1045
$17K ﹤0.01%
188,964
1046
$17K ﹤0.01%
234,000
1047
$16.9K ﹤0.01%
+146,854
1048
$16.7K ﹤0.01%
278,952
1049
$16.1K ﹤0.01%
1,592
-1,598
1050
$15.7K ﹤0.01%
1,458
-100
40 41
42
43 44