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
1526
– –
-219,907
1527
– –
0
1528
– –
-874
1529
– –
-3,447
1530
– –
-1,772
1531
– –
-4,819
1532
– –
-15
1533
– –
-319,568
1534
– –
0
1535
– –
-74,975
1536
– –
0
1537
– –
0
1538
– –
-23,382
1539
– –
-29,343
1540
– –
-2,500
1541
– –
0
1542
– –
0
1543
– –
0
1544
– –
-8,902
1545
– –
0
1546
– –
-29,006
1547
– –
0
1548
– –
0
1549
– –
-120,616
1550
– –
0
60 61
62
63 64