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
126
$3.75M 0.04%
364,725
+10,346
127
$3.74M 0.04%
364,357
+92,228
128
$3.72M 0.04%
+365,544
129
$3.71M 0.04%
369,611
-9,341
130
$3.7M 0.04%
359,849
+97,252
131
$3.69M 0.04%
140,669
+22,887
132
$3.67M 0.04%
205,452
+4,801
133
$3.66M 0.04%
6,809
-138
134
$3.62M 0.04%
32,651
+11,176
135
$3.61M 0.04%
+359,618
136
$3.6M 0.04%
359,771
+271,772
137
$3.58M 0.04%
71,643
-23,799
138
$3.57M 0.04%
29,058
-800
139
$3.57M 0.04%
351,757
-15,969
140
$3.56M 0.04%
326,769
+46,710
141
$3.55M 0.04%
172,483
+20,267
142
$3.53M 0.04%
350,947
-8,632
143
$3.52M 0.04%
122,714
+68,879
144
$3.45M 0.04%
338,268
-4,283
145
$3.44M 0.04%
32,973
+12,672
146
$3.4M 0.04%
334,118
+421
147
$3.37M 0.03%
99,652
+39,330
148
$3.36M 0.03%
207,775
+11,354
149
$3.33M 0.03%
325,025
150
$3.32M 0.03%
68,983
+11,122
4 5
6
7 8