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
1451
$505 ﹤0.01%
+1,884
1452
$482 ﹤0.01%
6,424
1453
$470 ﹤0.01%
5,875
1454
$455 ﹤0.01%
+246
1455
$452 ﹤0.01%
15
1456
$450 ﹤0.01%
18,006
1457
$448 ﹤0.01%
+1,969
1458
$443 ﹤0.01%
41,444
1459
$432 ﹤0.01%
12,611
-2,632
1460
$424 ﹤0.01%
1,845
1461
$421 ﹤0.01%
127,701
-44,300
1462
$421 ﹤0.01%
82,670
1463
$415 ﹤0.01%
+4,200
1464
$412 ﹤0.01%
7,399
+455
1465
$410 ﹤0.01%
15,724
-4,673
1466
$404 ﹤0.01%
15,047
+5,662
1467
$400 ﹤0.01%
13,295
1468
$391 ﹤0.01%
9,520
+8,843
1469
$354 ﹤0.01%
10,923
1470
$348 ﹤0.01%
11,646
+8,546
1471
$348 ﹤0.01%
34,890
1472
$319 ﹤0.01%
10,646
1473
$315 ﹤0.01%
+7,501
1474
$306 ﹤0.01%
15,693
+12,035
1475
$300 ﹤0.01%
10,033
57 58
59
60 61