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
$5.22B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,730
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$54.3M
3
+$10.6M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$8.43M
5
BTSGU icon
BrightSpring Health Services Unit
BTSGU
+$7.62M

Top Sells

1
+$694M
2
+$17.1M
3
+$15.3M
4
NVDA icon
NVIDIA
NVDA
+$12M
5
PEP icon
PepsiCo
PEP
+$10.9M

Sector Composition

1 Financials 4.96%
2 Real Estate 1.82%
3 Consumer Discretionary 1.64%
4 Industrials 1.52%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.02M 0.03%
268,346
-54,744
102
$3.02M 0.03%
277,697
-6,621
103
$3M 0.03%
69,250
+23,706
104
$2.97M 0.03%
31,654
+22,338
105
$2.93M 0.03%
386,699
+296,277
106
$2.93M 0.03%
64,649
-1,200
107
$2.92M 0.03%
302,274
-23,911
108
$2.9M 0.03%
260,487
+142,471
109
$2.84M 0.03%
102,917
-20,000
110
$2.83M 0.03%
256,369
+23,140
111
$2.81M 0.03%
119,698
+92,198
112
$2.8M 0.03%
+271,579
113
$2.76M 0.03%
2,238
+300
114
$2.74M 0.03%
248,000
-81,990
115
$2.74M 0.03%
88,529
+51,334
116
$2.72M 0.03%
242,993
-13,488
117
$2.72M 0.03%
30,927
+2,796
118
$2.71M 0.03%
466,481
119
$2.68M 0.03%
49,507
+7,729
120
$2.67M 0.03%
14,000
121
$2.65M 0.03%
319,374
+24,410
122
$2.59M 0.03%
55,642
+50,069
123
$2.58M 0.03%
59,071
124
$2.57M 0.03%
24,830
-3,100
125
$2.56M 0.03%
70,966
3 4
5
6 7