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
151
$3.32M 0.03%
158,292
+90,946
152
$3.29M 0.03%
321,417
-8,173
153
$3.29M 0.03%
148,036
+32,647
154
$3.2M 0.03%
76,989
+43,248
155
$3.15M 0.03%
314,008
+21,184
156
$3.12M 0.03%
307,031
-2,635
157
$3.11M 0.03%
304,000
158
$3.11M 0.03%
271,417
159
$3.09M 0.03%
45,000
+20,000
160
$3.09M 0.03%
195,721
+181,710
161
$3.08M 0.03%
294,722
+7,147
162
$3.07M 0.03%
301,721
-2,616
163
$3.07M 0.03%
+297,000
164
$3.05M 0.03%
304,485
-10,980
165
$3.03M 0.03%
268,435
+72,355
166
$3.01M 0.03%
296,549
+63,160
167
$2.99M 0.03%
103,050
+53,573
168
$2.97M 0.03%
290,252
+137,863
169
$2.97M 0.03%
38,755
+4,209
170
$2.96M 0.03%
203,854
+47,786
171
$2.91M 0.03%
+287,889
172
$2.88M 0.03%
145,630
-34,326
173
$2.87M 0.03%
+281,672
174
$2.85M 0.03%
+41,744
175
$2.85M 0.03%
20,000
+13,000
5 6
7
8 9