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
1126
$8.87K ﹤0.01%
+1
1127
$8.85K ﹤0.01%
4,469
-401
1128
$8.72K ﹤0.01%
109,000
1129
$8.71K ﹤0.01%
166,011
1130
$8.66K ﹤0.01%
+336
1131
$8.54K ﹤0.01%
86
1132
$8.52K ﹤0.01%
188
1133
$8.49K ﹤0.01%
832
-203
1134
$8.42K ﹤0.01%
25
-26
1135
$8.39K ﹤0.01%
176,722
1136
$8.38K ﹤0.01%
19,045
-1,158
1137
$8.32K ﹤0.01%
599
-125
1138
$8.17K ﹤0.01%
+444
1139
$8.11K ﹤0.01%
4,226
1140
$7.97K ﹤0.01%
7,895
-4,414
1141
$7.95K ﹤0.01%
44,165
-9,786
1142
$7.94K ﹤0.01%
18,913
-18,295
1143
$7.92K ﹤0.01%
+790
1144
$7.91K ﹤0.01%
+494,100
1145
$7.89K ﹤0.01%
396,676
1146
$7.84K ﹤0.01%
392,292
1147
$7.84K ﹤0.01%
2,512
+1,732
1148
$7.83K ﹤0.01%
762
-8,055
1149
$7.82K ﹤0.01%
111,680
1150
$7.81K ﹤0.01%
+399
44 45
46
47 48