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
1726
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-2
1727
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-3,474
1728
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1729
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-22,365
1730
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-20
1731
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-977
1732
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-1
1733
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-77,670
1734
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-20,925
1735
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-43,302
1736
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1737
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-8,088
1738
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-1,652
1739
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-10,789
1740
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-2,337
1741
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-2,300
1742
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-277,743
1743
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1744
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1745
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-211,476
1746
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-12,000
1747
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0
1748
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-2,153
1749
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-92,412
1750
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-463,337
68 69
70
71 72