WAM
Wolverine Asset Management Portfolio holdings
AUM $5.98B
1-Year Return
2.56%
This Quarter Return
+0.89%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$6.5B
AUM Growth
-$344M
(-5%)
Cap. Flow
-$4.95B
Cap. Flow
% of AUM
-76.1%
Top 10 Holdings %
Top 10 Hldgs %
20.12%
Holding
2,607
New
308
Increased
408
Reduced
463
Closed
757
Top Buys
| 1 |
Qualcomm
QCOM
|
+$32.6M |
| 2 |
Broadcom
AVGO
|
+$17.1M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$15.1M |
| 4 |
KBR
KBR
|
+$9.24M |
| 5 |
UGIC
UGI Corporation
UGIC
|
+$9.11M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$20.1M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$17.8M |
| 3 |
SWT
Stanley Black & Decker, Inc.
SWT
|
+$16.1M |
| 4 |
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 | 1.5% |