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
1051
$15.7K ﹤0.01%
156,902
1052
$15.6K ﹤0.01%
10,523
-2,502
1053
$15.5K ﹤0.01%
193,978
1054
$15.4K ﹤0.01%
257,000
-1,000
1055
$15.4K ﹤0.01%
12,210
-5,456
1056
$14.8K ﹤0.01%
9,315
-10,565
1057
$14.7K ﹤0.01%
1,873
1058
$14.5K ﹤0.01%
1,333
-281,614
1059
$14.4K ﹤0.01%
95,711
+7,711
1060
$14.3K ﹤0.01%
258,759
1061
$14.2K ﹤0.01%
16,562
-1,749
1062
$14.2K ﹤0.01%
142,325
-20,000
1063
$14.1K ﹤0.01%
400
-24,000
1064
$14K ﹤0.01%
241,465
1065
$13.9K ﹤0.01%
+648
1066
$13.8K ﹤0.01%
1,354
1067
$13.6K ﹤0.01%
+8,083
1068
$13.6K ﹤0.01%
226,206
1069
$13.4K ﹤0.01%
1,326
-3,303
1070
$13.3K ﹤0.01%
5,291
+2,937
1071
$13.3K ﹤0.01%
1,304
-576,433
1072
$13.2K ﹤0.01%
106,952
+1,885
1073
$13.1K ﹤0.01%
24,347
+5,025
1074
$13K ﹤0.01%
1,300
1075
$13K ﹤0.01%
63,303
+56,499
41 42
43
44 45