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
1326
$2.13K ﹤0.01%
+3,127
1327
$2.12K ﹤0.01%
+245
1328
$2.1K ﹤0.01%
3,697
-4,000
1329
$2.09K ﹤0.01%
139,174
1330
$2.04K ﹤0.01%
102,119
1331
$2.02K ﹤0.01%
55,482
+2,708
1332
$2.01K ﹤0.01%
28,778
+8,078
1333
$2K ﹤0.01%
266,420
1334
$1.96K ﹤0.01%
+20,621
1335
$1.95K ﹤0.01%
1
1336
$1.92K ﹤0.01%
+20,159
1337
$1.88K ﹤0.01%
200
-17,374
1338
$1.86K ﹤0.01%
30,997
+9,100
1339
$1.83K ﹤0.01%
98,198
1340
$1.82K ﹤0.01%
41,585
1341
$1.82K ﹤0.01%
26,397
+8,979
1342
$1.81K ﹤0.01%
45,209
1343
$1.79K ﹤0.01%
59,601
1344
$1.79K ﹤0.01%
46,152
+6,664
1345
$1.76K ﹤0.01%
22,050
+4,242
1346
$1.74K ﹤0.01%
71,054
-1,100
1347
$1.72K ﹤0.01%
142,394
1348
$1.71K ﹤0.01%
2,799
-3,002
1349
$1.7K ﹤0.01%
56,820
1350
$1.68K ﹤0.01%
152,807
52 53
54
55 56