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 6.59%
2 Industrials 2.31%
3 Healthcare 1.63%
4 Technology 1.61%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
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1502
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1503
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1504
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1505
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1506
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-3,449
1507
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1508
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-22,774
1509
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-1,302
1510
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1511
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-6,649
1512
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-30,922
1513
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-16
1514
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-18,785
1515
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0
1516
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1517
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-22,804
1518
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1519
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1520
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1521
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-78,492
1522
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-60,011
1523
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-67,225
1524
– –
0
1525
– –
0
59 60
61
62 63