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
1176
$6.94K ﹤0.01%
226,190
1177
$6.9K ﹤0.01%
6,056
+494
1178
$6.9K ﹤0.01%
162,419
1179
$6.88K ﹤0.01%
+803
1180
$6.82K ﹤0.01%
62,000
+33,359
1181
$6.8K ﹤0.01%
135,563
+523
1182
$6.79K ﹤0.01%
842
-230
1183
$6.77K ﹤0.01%
9,534
-2,000
1184
$6.77K ﹤0.01%
5,501
-4,433
1185
$6.65K ﹤0.01%
278
1186
$6.57K ﹤0.01%
+822
1187
$6.56K ﹤0.01%
302,314
1188
$6.53K ﹤0.01%
75,980
1189
$6.5K ﹤0.01%
427,998
1190
$6.5K ﹤0.01%
43,361
-12,690
1191
$6.35K ﹤0.01%
1
1192
$6.34K ﹤0.01%
210,000
1193
$6.33K ﹤0.01%
14,428
-3,950
1194
$6.31K ﹤0.01%
61
-781
1195
$6.29K ﹤0.01%
84,422
1196
$6.15K ﹤0.01%
72,321
1197
$6.1K ﹤0.01%
243,956
1198
$6.08K ﹤0.01%
93,491
1199
$5.95K ﹤0.01%
+3,400
1200
$5.92K ﹤0.01%
+579
46 47
48
49 50