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
1876
– –
-88,518
1877
– –
-11,156
1878
– –
-212,020
1879
– –
-18,664
1880
– –
-320,130
1881
– –
-2,064
1882
– –
-1,036
1883
– –
-88,529
1884
– –
-34,294
1885
– –
-580
1886
– –
-10,735
1887
– –
-405
1888
– –
-8,602
1889
– –
-27,687
1890
– –
-2,206
1891
– –
-6,358
1892
– –
-42
1893
– –
-80,592
1894
– –
-1,423
1895
– –
-2,608
1896
– –
-913
1897
– –
-10,699
1898
– –
-45,433
1899
– –
-10,679
1900
– –
-154,312
74 75
76
77 78