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
1601
– –
-4,914
1602
– –
-43,823
1603
– –
-109
1604
– –
-145,205
1605
– –
0
1606
– –
-930
1607
– –
0
1608
– –
0
1609
– –
0
1610
– –
0
1611
– –
0
1612
– –
-17,500
1613
– –
0
1614
– –
-6,637
1615
– –
0
1616
– –
0
1617
– –
0
1618
– –
0
1619
– –
-20,973
1620
– –
0
1621
– –
0
1622
– –
0
1623
– –
-6,833
1624
– –
0
1625
– –
-538,051
63 64
65
66 67