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
$8.44B
AUM Growth
-$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,410
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$94M
3
+$68.3M
4
AVTR.PRA
Avantor, Inc. Series A Mandatory Convertible Preferred Stock
AVTR.PRA
+$58.3M
5
DHR icon
Danaher
DHR
+$57.9M

Top Sells

1
+$27.1M
2
+$17.4M
3
+$14.5M
4
HWELU
Healthwell Acquisition Corp. I Unit
HWELU
+$10.8M
5
MT icon
ArcelorMittal
MT
+$10.7M

Sector Composition

1 Financials 3.73%
2 Technology 3.7%
3 Healthcare 1.54%
4 Industrials 1.39%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$25K ﹤0.01%
2,594
1227
$25K ﹤0.01%
+52,774
1228
$25K ﹤0.01%
2,615
-5,131
1229
$24K ﹤0.01%
163
-112
1230
$24K ﹤0.01%
+69,154
1231
$24K ﹤0.01%
40,530
-10,752
1232
$24K ﹤0.01%
2,417
1233
$24K ﹤0.01%
2,443
+430
1234
$24K ﹤0.01%
+69,154
1235
$23K ﹤0.01%
3,649
-4,985
1236
$23K ﹤0.01%
2,810
-438
1237
$23K ﹤0.01%
+4,000
1238
$23K ﹤0.01%
+84,215
1239
$23K ﹤0.01%
+42,638
1240
$23K ﹤0.01%
39,414
-4,864
1241
$23K ﹤0.01%
30,243
-9,600
1242
$23K ﹤0.01%
45,937
-2,430
1243
$23K ﹤0.01%
+83,296
1244
$23K ﹤0.01%
48,043
-5,000
1245
$22K ﹤0.01%
862
-22,636
1246
$22K ﹤0.01%
262
-161
1247
$22K ﹤0.01%
5,067
-3,345
1248
$22K ﹤0.01%
+757
1249
$22K ﹤0.01%
+15,947
1250
$22K ﹤0.01%
+49,600
48 49
50
51 52