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
1301
$2.64K ﹤0.01%
106
1302
$2.63K ﹤0.01%
182
+14
1303
$2.63K ﹤0.01%
+33,422
1304
$2.61K ﹤0.01%
50,050
1305
$2.59K ﹤0.01%
+3,705
1306
$2.58K ﹤0.01%
129,220
-1,516
1307
$2.58K ﹤0.01%
257
-10,428
1308
$2.57K ﹤0.01%
2,226
-8,106
1309
$2.54K ﹤0.01%
15,545
+3,190
1310
$2.5K ﹤0.01%
25,000
1311
$2.46K ﹤0.01%
64
-20
1312
$2.44K ﹤0.01%
9,552
+9,224
1313
$2.42K ﹤0.01%
60,538
1314
$2.4K ﹤0.01%
24,037
+9,773
1315
$2.31K ﹤0.01%
208
-3,782
1316
$2.29K ﹤0.01%
11,732
+4,384
1317
$2.28K ﹤0.01%
45,610
+31,425
1318
$2.27K ﹤0.01%
31,313
+978
1319
$2.26K ﹤0.01%
75,000
1320
$2.24K ﹤0.01%
35,056
1321
$2.24K ﹤0.01%
89,209
+16,029
1322
$2.15K ﹤0.01%
17,304
-2,367
1323
$2.14K ﹤0.01%
17,860
+15,572
1324
$2.14K ﹤0.01%
71,448
-10,400
1325
$2.13K ﹤0.01%
+200
51 52
53
54 55