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
151
$2.62M 0.03%
246,393
-209,875
152
$2.62M 0.03%
250,000
+10,000
153
$2.62M 0.03%
250,000
154
$2.61M 0.03%
250,411
+36,211
155
$2.59M 0.03%
246,470
+210,049
156
$2.54M 0.03%
44,742
+10,335
157
$2.54M 0.03%
+18,292
158
$2.5M 0.03%
240,395
+10,396
159
$2.5M 0.03%
+43,604
160
$2.48M 0.03%
107,918
+10,218
161
$2.44M 0.03%
230,888
-3,101
162
$2.42M 0.03%
226,295
+114,123
163
$2.4M 0.03%
5,825
-4,809
164
$2.4M 0.03%
24,264
-20,361
165
$2.37M 0.03%
228,701
+149,904
166
$2.36M 0.03%
281,347
+197,609
167
$2.35M 0.03%
+33,032
168
$2.35M 0.03%
224,393
169
$2.35M 0.03%
10,271
170
$2.33M 0.03%
217,991
-9,382
171
$2.32M 0.03%
211,904
+202,110
172
$2.32M 0.03%
217,590
+150,381
173
$2.31M 0.03%
224,529
+13,155
174
$2.29M 0.03%
40,000
+20,000
175
$2.27M 0.03%
229,543
5 6
7
8 9