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
$5.31B
AUM Growth
-$325M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,891
New
Increased
Reduced
Closed

Top Buys

1
+$370M
2
+$33.3M
3
+$10.6M
4
BA icon
Boeing
BA
+$8.36M
5
NET icon
Cloudflare
NET
+$6.05M

Top Sells

1
+$34.3M
2
+$14.8M
3
+$14.4M
4
V icon
Visa
V
+$12.7M
5
GOGN
GoGreen Investments Corporation
GOGN
+$12M

Sector Composition

1 Financials 6.55%
2 Industrials 2.31%
3 Technology 1.65%
4 Healthcare 1.63%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
0
1502
– –
-22,804
1503
– –
0
1504
– –
0
1505
– –
0
1506
– –
-78,492
1507
– –
-60,011
1508
– –
-67,225
1509
– –
0
1510
– –
0
1511
– –
-219,907
1512
– –
0
1513
– –
-874
1514
– –
-3,447
1515
– –
-1,772
1516
– –
-4,819
1517
– –
-15
1518
– –
-2,500
1519
– –
0
1520
– –
0
1521
– –
0
1522
– –
-8,902
1523
– –
0
1524
– –
-29,006
1525
– –
0
59 60
61
62 63