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
1476
$289 ﹤0.01%
254
-2,025
1477
$279 ﹤0.01%
49,024
1478
$271 ﹤0.01%
3,877
1479
$266 ﹤0.01%
+4,522
1480
$243 ﹤0.01%
24,081
1481
$241 ﹤0.01%
+863
1482
$238 ﹤0.01%
3,405
1483
$230 ﹤0.01%
+3,831
1484
$227 ﹤0.01%
12,415
1485
$221 ﹤0.01%
11,646
+200
1486
$219 ﹤0.01%
13,702
1487
$216 ﹤0.01%
+2,169
1488
$216 ﹤0.01%
+2,049
1489
$213 ﹤0.01%
14,133
1490
$190 ﹤0.01%
19,050
1491
$186 ﹤0.01%
+3,739
1492
$185 ﹤0.01%
18,598
1493
$182 ﹤0.01%
1,847
1494
$177 ﹤0.01%
67
1495
$176 ﹤0.01%
160,544
1496
$173 ﹤0.01%
1
1497
$154 ﹤0.01%
+4,761
1498
$152 ﹤0.01%
7,623
1499
$149 ﹤0.01%
+2,747
1500
$147 ﹤0.01%
63
58 59
60
61 62