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 6.55%
2 Industrials 2.31%
3 Technology 1.65%
4 Healthcare 1.63%
5 Real Estate 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
– –
0
1702
– –
0
1703
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0
1704
– –
0
1705
– –
-1,369
1706
– –
-8,168
1707
– –
-2,204
1708
– –
0
1709
– –
-300
1710
– –
-2,519
1711
– –
-4,058
1712
– –
-8,711
1713
– –
0
1714
– –
-65
1715
– –
0
1716
– –
0
1717
– –
-141,581
1718
– –
0
1719
– –
-59,928
1720
– –
0
1721
– –
-6,833
1722
– –
0
1723
– –
-27,901
1724
– –
0
1725
– –
0
66 67 68
69
70