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 4.88%
2 Real Estate 1.82%
3 Consumer Discretionary 1.64%
4 Industrials 1.52%
5 Technology 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
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-297,894
1227
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-4,296
1228
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-107,285
1229
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-240,801
1230
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1231
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-11,700
1232
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-1,115
1233
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-168,485
1234
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-218,025
1235
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0
1236
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-2,297
1237
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-884
1238
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0
1239
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1240
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-20,000
1241
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0
1242
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1243
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1244
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1245
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1246
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1247
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-344,019
1248
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1249
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-1,423
1250
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0
48 49
50
51 52