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
1401
$982 ﹤0.01%
100
1402
$972 ﹤0.01%
+1,984
1403
$969 ﹤0.01%
74,007
+6,734
1404
$960 ﹤0.01%
24,500
1405
$950 ﹤0.01%
+60
1406
$947 ﹤0.01%
+11,828
1407
$943 ﹤0.01%
14,293
-6,314
1408
$935 ﹤0.01%
50,000
1409
$924 ﹤0.01%
60
1410
$911 ﹤0.01%
10,425
-1,100
1411
$910 ﹤0.01%
34,356
1412
$906 ﹤0.01%
22,660
-521
1413
$900 ﹤0.01%
98
-10
1414
$885 ﹤0.01%
10,936
1415
$877 ﹤0.01%
25,066
-100
1416
$872 ﹤0.01%
493
-220
1417
$845 ﹤0.01%
587
1418
$801 ﹤0.01%
652
1419
$761 ﹤0.01%
12,692
1420
$748 ﹤0.01%
15,695
1421
$747 ﹤0.01%
9,994
1422
$743 ﹤0.01%
+9,292
1423
$740 ﹤0.01%
+24,591
1424
$691 ﹤0.01%
+8,640
1425
$689 ﹤0.01%
34,481
55 56
57
58 59