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
1251
$3.7K ﹤0.01%
49,314
1252
$3.69K ﹤0.01%
21,732
-40,173
1253
$3.67K ﹤0.01%
145,764
-40,236
1254
$3.66K ﹤0.01%
+7,634
1255
$3.66K ﹤0.01%
96,120
1256
$3.62K ﹤0.01%
+22,880
1257
$3.58K ﹤0.01%
51,185
1258
$3.54K ﹤0.01%
70,292
1259
$3.51K ﹤0.01%
117,000
1260
$3.47K ﹤0.01%
53,418
1261
$3.47K ﹤0.01%
609,073
1262
$3.46K ﹤0.01%
42,678
1263
– –
0
1264
$3.42K ﹤0.01%
85,615
1265
$3.36K ﹤0.01%
+33,647
1266
$3.35K ﹤0.01%
13,407
+7,098
1267
$3.33K ﹤0.01%
+37,063
1268
$3.33K ﹤0.01%
136
1269
$3.31K ﹤0.01%
525
+25
1270
$3.31K ﹤0.01%
82,734
1271
$3.31K ﹤0.01%
422
-8
1272
$3.3K ﹤0.01%
32,987
-3,356
1273
$3.28K ﹤0.01%
27,687
-1,411
1274
$3.27K ﹤0.01%
876
1275
$3.19K ﹤0.01%
13,862
+12,223
49 50
51
52 53