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
1501
$142 ﹤0.01%
28,594
1502
$141 ﹤0.01%
1,345
+345
1503
$136 ﹤0.01%
4,594
1504
$125 ﹤0.01%
+3,052
1505
$125 ﹤0.01%
5,120
1506
$119 ﹤0.01%
+944
1507
$113 ﹤0.01%
4,531
-14,600
1508
$112 ﹤0.01%
1
1509
$110 ﹤0.01%
1,000
1510
$106 ﹤0.01%
3,020
-8,500
1511
$102 ﹤0.01%
+2,632
1512
$102 ﹤0.01%
10,247
-900
1513
$95 ﹤0.01%
3,839
-1,512
1514
$90 ﹤0.01%
+648
1515
$89 ﹤0.01%
390
1516
$88 ﹤0.01%
+1,104
1517
$85 ﹤0.01%
4,296
1518
$85 ﹤0.01%
26
1519
$76 ﹤0.01%
2,543
1520
$73 ﹤0.01%
+965
1521
$71 ﹤0.01%
1,000
1522
$68 ﹤0.01%
689
1523
$60 ﹤0.01%
+2,178
1524
$55 ﹤0.01%
550
1525
$54 ﹤0.01%
1,000
59 60
61
62 63