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
$5.31B
AUM Growth
-$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,891
New
Increased
Reduced
Closed

Top Buys

1
+$370M
2
+$33.3M
3
+$10.6M
4
BA icon
Boeing
BA
+$8.36M
5
NET icon
Cloudflare
NET
+$6.05M

Top Sells

1
+$34.3M
2
+$14.8M
3
+$14.4M
4
V icon
Visa
V
+$12.7M
5
GOGN
GoGreen Investments Corporation
GOGN
+$12M

Sector Composition

1 Financials 6.59%
2 Industrials 2.31%
3 Healthcare 1.63%
4 Technology 1.61%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$374 ﹤0.01%
145
+1
1202
$372 ﹤0.01%
31,288
+15,094
1203
$371 ﹤0.01%
9,292
1204
$369 ﹤0.01%
3,405
1205
$366 ﹤0.01%
2,321
-70,000
1206
$357 ﹤0.01%
726
1207
$355 ﹤0.01%
+6,961
1208
$347 ﹤0.01%
17,801
1209
$344 ﹤0.01%
11
1210
$344 ﹤0.01%
2,299
-39,594
1211
$343 ﹤0.01%
25
1212
$335 ﹤0.01%
24,500
1213
$317 ﹤0.01%
652
1214
$316 ﹤0.01%
+44
1215
$304 ﹤0.01%
4,200
1216
$298 ﹤0.01%
14,327
-13,360
1217
$291 ﹤0.01%
13,295
1218
$289 ﹤0.01%
10,923
1219
$280 ﹤0.01%
16,006
1220
$255 ﹤0.01%
4,761
1221
$244 ﹤0.01%
+100
1222
$236 ﹤0.01%
1,722
+690
1223
$232 ﹤0.01%
6,153
+1,200
1224
$226 ﹤0.01%
11,246
1225
$225 ﹤0.01%
11,054
+4,400
47 48
49
50 51