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
1526
$53 ﹤0.01%
5
-10,772
1527
$53 ﹤0.01%
466
1528
$51 ﹤0.01%
179
1529
$50 ﹤0.01%
1,000
-3,877
1530
$47 ﹤0.01%
2
-41
1531
$41 ﹤0.01%
11,776
1532
$40 ﹤0.01%
1,000
1533
$40 ﹤0.01%
33,571
+1,731
1534
$31 ﹤0.01%
900
1535
$30 ﹤0.01%
1,000
1536
$30 ﹤0.01%
3
1537
$28 ﹤0.01%
940
1538
$26 ﹤0.01%
3
-397
1539
$23 ﹤0.01%
+1,450
1540
$21 ﹤0.01%
540
1541
$19 ﹤0.01%
2
-7,583
1542
$18 ﹤0.01%
+3,320
1543
$16 ﹤0.01%
1,672
1544
$13 ﹤0.01%
+1
1545
$13 ﹤0.01%
+1,100
1546
$13 ﹤0.01%
181
1547
$12 ﹤0.01%
1,639
1548
$12 ﹤0.01%
77
1549
$11 ﹤0.01%
2
1550
$11 ﹤0.01%
915
60 61
62
63 64