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
1226
$4.88K ﹤0.01%
195,083
1227
$4.83K ﹤0.01%
79,794
+4,743
1228
$4.75K ﹤0.01%
95,000
1229
$4.7K ﹤0.01%
56,598
-5,906
1230
$4.66K ﹤0.01%
3,047
-427
1231
$4.6K ﹤0.01%
50,842
1232
$4.55K ﹤0.01%
385
-17,263
1233
$4.51K ﹤0.01%
112,729
+12,019
1234
$4.5K ﹤0.01%
515
-67
1235
$4.43K ﹤0.01%
31,682
-82,181
1236
$4.33K ﹤0.01%
32
-1,466
1237
$4.3K ﹤0.01%
28,370
+4,718
1238
$4.29K ﹤0.01%
45,209
1239
$4.26K ﹤0.01%
213,284
1240
$4.25K ﹤0.01%
82,118
1241
$4.23K ﹤0.01%
84,581
1242
$4.2K ﹤0.01%
28,199
-3,786
1243
$4.15K ﹤0.01%
11,142
+4,624
1244
$4.04K ﹤0.01%
4,345
+3,145
1245
$3.96K ﹤0.01%
+385
1246
$3.85K ﹤0.01%
+25,066
1247
$3.79K ﹤0.01%
87,893
+7,204
1248
$3.77K ﹤0.01%
12,571
+4,510
1249
$3.71K ﹤0.01%
101,175
1250
$3.71K ﹤0.01%
+87,525
48 49
50
51 52