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
$5.56B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,618
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$13.6M
3 +$12.2M
4
MSTR icon
Strategy Inc
MSTR
+$12.1M
5
ANSC
Agriculture & Natural Solutions Acquisition Corp
ANSC
+$10.6M

Top Sells

1 +$37.3M
2 +$19.8M
3 +$13.7M
4
TRTL
TortoiseEcofin Acquisition Corp. III
TRTL
+$13.6M
5
BLK icon
Blackrock
BLK
+$12.4M

Sector Composition

1 Financials 4.99%
2 Consumer Discretionary 1.71%
3 Industrials 1.6%
4 Real Estate 1.44%
5 Technology 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
-24,807
1327
-13,571
1328
-11,746
1329
-1,508
1330
-15,293
1331
-44,000
1332
0
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1334
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1335
-191,429
1336
0
1337
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1338
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1339
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1340
-6,220
1341
0
1342
-37,111
1343
-296,709
1344
0
1345
-11,560
1346
-77,356
1347
-76,065
1348
0
1349
0
1350
0