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
1151
$7.8K ﹤0.01%
+41,288
1152
$7.8K ﹤0.01%
5,233
-1,000
1153
$7.76K ﹤0.01%
392,067
1154
$7.65K ﹤0.01%
1,548
1155
$7.64K ﹤0.01%
152,778
1156
$7.59K ﹤0.01%
2,557
1157
$7.54K ﹤0.01%
76,200
1158
$7.54K ﹤0.01%
160,419
1159
$7.54K ﹤0.01%
+6,556
1160
$7.5K ﹤0.01%
250,000
1161
$7.46K ﹤0.01%
124,389
1162
$7.43K ﹤0.01%
721
1163
$7.42K ﹤0.01%
85
-1,165
1164
$7.38K ﹤0.01%
+161,395
1165
– –
0
1166
$7.2K ﹤0.01%
239,957
1167
$7.19K ﹤0.01%
545
-10,531
1168
$7.06K ﹤0.01%
108,930
1169
$7.04K ﹤0.01%
140,783
1170
$7.03K ﹤0.01%
146,456
1171
$7.03K ﹤0.01%
110,865
1172
$7.03K ﹤0.01%
123
-4,032
1173
$7.02K ﹤0.01%
280,836
1174
$7.02K ﹤0.01%
140,385
1175
$7.01K ﹤0.01%
2,082
-416
45 46
47
48 49