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
1201
$5.92K ﹤0.01%
95
1202
$5.78K ﹤0.01%
3,093
-513
1203
$5.78K ﹤0.01%
287,481
1204
$5.68K ﹤0.01%
+10,888
1205
$5.62K ﹤0.01%
141,285
+2,230
1206
$5.58K ﹤0.01%
446,019
1207
$5.51K ﹤0.01%
1,195
+660
1208
$5.45K ﹤0.01%
139,824
-8,620
1209
$5.41K ﹤0.01%
535
-2,000
1210
$5.36K ﹤0.01%
44,671
-44,599
1211
$5.36K ﹤0.01%
540
-2,355
1212
$5.29K ﹤0.01%
105,710
+12,312
1213
$5.23K ﹤0.01%
174,462
1214
$5.13K ﹤0.01%
501
-1,200
1215
$5.08K ﹤0.01%
406,318
1216
$5.08K ﹤0.01%
500
1217
$5.04K ﹤0.01%
63,046
1218
$5K ﹤0.01%
+498
1219
$4.99K ﹤0.01%
+24,973
1220
$4.97K ﹤0.01%
6,328
+2,511
1221
$4.96K ﹤0.01%
293,246
1222
$4.95K ﹤0.01%
+9,008
1223
$4.93K ﹤0.01%
75,910
+8,042
1224
$4.91K ﹤0.01%
489
-75,360
1225
$4.91K ﹤0.01%
3,067
-2,000
47 48
49
50 51