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
1376
$1.36K ﹤0.01%
88,999
1377
$1.33K ﹤0.01%
17,801
+3,272
1378
$1.32K ﹤0.01%
22,442
+7,323
1379
$1.32K ﹤0.01%
37,709
1380
$1.28K ﹤0.01%
2,128
1381
$1.28K ﹤0.01%
1,665
+1,000
1382
$1.27K ﹤0.01%
+1,462
1383
$1.26K ﹤0.01%
10,526
-20,470
1384
$1.18K ﹤0.01%
52,548
1385
$1.17K ﹤0.01%
18,065
1386
$1.16K ﹤0.01%
21,975
+4,995
1387
$1.14K ﹤0.01%
6,906
-1,707
1388
$1.13K ﹤0.01%
75,666
1389
$1.13K ﹤0.01%
80
1390
$1.12K ﹤0.01%
16,006
1391
$1.1K ﹤0.01%
55,213
1392
$1.09K ﹤0.01%
+1,950
1393
$1.09K ﹤0.01%
107
-3,896
1394
$1.08K ﹤0.01%
7,717
-3,484
1395
$1.06K ﹤0.01%
41,903
1396
$1.05K ﹤0.01%
69,324
1397
$1.03K ﹤0.01%
635
1398
$1.03K ﹤0.01%
76,007
1399
$1.01K ﹤0.01%
224
1400
$1K ﹤0.01%
895
54 55
56
57 58