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
$9.09B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,575
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$13.3M
3
+$11.6M
4
HWELU
Healthwell Acquisition Corp. I Unit
HWELU
+$10.8M
5
UBER icon
Uber
UBER
+$10.2M

Top Sells

1
+$128M
2
+$49.9M
3
+$47.4M
4
SE icon
Sea Limited
SE
+$46.9M
5
NIMC
NiSource Inc. Series A Corporate Units
NIMC
+$12.4M

Sector Composition

1 Financials 2.84%
2 Technology 2.44%
3 Industrials 1.26%
4 Real Estate 0.97%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.35M 0.03%
125,472
+84,758
102
$3.3M 0.03%
40,829
+21,653
103
$3.28M 0.03%
+65,000
104
$3.27M 0.03%
+323,725
105
$3.26M 0.03%
58,307
+42,622
106
$3.24M 0.03%
327,988
-7,991
107
$3.23M 0.03%
36,908
+36,608
108
$3.16M 0.03%
321,234
-19,379
109
$3.12M 0.03%
21,579
-66
110
$3.11M 0.03%
+20,000
111
$3.1M 0.03%
20,504
-6,500
112
$3.08M 0.03%
+5,355
113
$3.08M 0.03%
312,254
+4,024
114
$3.07M 0.03%
308,706
-29,540
115
$3.07M 0.03%
+11,797
116
$3.06M 0.03%
311,907
-9,613
117
$3.05M 0.03%
+202,061
118
$3.05M 0.03%
+300,000
119
$3.02M 0.03%
39,424
-1,592
120
$3M 0.03%
307,864
+1,912
121
$2.96M 0.03%
174,539
+73,179
122
$2.96M 0.03%
+155,157
123
$2.95M 0.03%
44,543
+39,454
124
$2.93M 0.03%
47,241
+21,990
125
$2.92M 0.03%
54,881
-41,974
3 4
5
6 7