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
1101
$10.5K ﹤0.01%
4,058
-729
1102
$10.3K ﹤0.01%
146,539
1103
$10.3K ﹤0.01%
93,632
-10,058
1104
$10.3K ﹤0.01%
1,000
1105
$10.2K ﹤0.01%
+536
1106
$10.2K ﹤0.01%
168
-37
1107
$10.2K ﹤0.01%
101,713
1108
$10.1K ﹤0.01%
16,236
+14,200
1109
$10.1K ﹤0.01%
351,928
-14,740
1110
$10K ﹤0.01%
994
-4,000
1111
$10K ﹤0.01%
1,000
1112
$9.88K ﹤0.01%
100
1113
$9.84K ﹤0.01%
55
1114
$9.77K ﹤0.01%
953
1115
$9.76K ﹤0.01%
97,590
-5,642
1116
$9.64K ﹤0.01%
960
1117
$9.61K ﹤0.01%
1,789
+400
1118
$9.55K ﹤0.01%
4,546
-14,271
1119
$9.53K ﹤0.01%
381,272
1120
$9.39K ﹤0.01%
4,432
+1,778
1121
$9.3K ﹤0.01%
136,750
-300
1122
$9.29K ﹤0.01%
+94,679
1123
$9.18K ﹤0.01%
930
1124
$9.05K ﹤0.01%
893
1125
$8.92K ﹤0.01%
7,372
-2,000
43 44
45
46 47