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
1076
$12.3K ﹤0.01%
153,900
-25,000
1077
$12.2K ﹤0.01%
182,884
1078
$12.2K ﹤0.01%
1,796
-800
1079
$12.1K ﹤0.01%
161,890
1080
$12.1K ﹤0.01%
34,503
+18,720
1081
$12K ﹤0.01%
54,734
-48,193
1082
$12K ﹤0.01%
140,920
+1,000
1083
$11.8K ﹤0.01%
152
+10
1084
$11.6K ﹤0.01%
385,910
1085
$11.5K ﹤0.01%
+85,443
1086
$11.5K ﹤0.01%
255,375
1087
$11.4K ﹤0.01%
1,200
-44,631
1088
$11.3K ﹤0.01%
1,750
+1,066
1089
$11.2K ﹤0.01%
124,649
1090
$11.1K ﹤0.01%
260,258
1091
$11K ﹤0.01%
200,359
1092
$10.9K ﹤0.01%
1,090
-10,800
1093
$10.8K ﹤0.01%
5,122
-4,548
1094
$10.8K ﹤0.01%
+781
1095
$10.7K ﹤0.01%
484,072
1096
$10.6K ﹤0.01%
+29,686
1097
$10.6K ﹤0.01%
132,502
1098
$10.5K ﹤0.01%
26,349
+7,589
1099
$10.5K ﹤0.01%
210,577
+877
1100
$10.5K ﹤0.01%
+959
42 43
44
45 46