We are live on ! Find out more
WAM

Wolverine Asset Management Portfolio holdings

AUM $6.41B
1-Year Est. Return 4.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.78%
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
+$34.6M
2
+$16.2M
3
+$15.3M
4
UGIC
UGI Corporation
UGIC
+$9.02M
5
KBR icon
KBR
KBR
+$8.71M

Top Sells

1
+$20.1M
2
+$19.2M
3
+$16.1M
4
HTAQ
Hunt Companies Acquisition Corp. I
HTAQ
+$10.1M
5
META icon
Meta Platforms (Facebook)
META
+$9.56M

Sector Composition

1 Financials 6.36%
2 Technology 4.86%
3 Industrials 1.92%
4 Healthcare 1.82%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
– –
0
2052
– –
-1,278
2053
– –
-8,710
2054
– –
-100
2055
– –
-1,496
2056
– –
-289
2057
– –
-1,003
2058
– –
0
2059
– –
-2,605
2060
– –
-499,893
2061
– –
-2,207
2062
– –
-1,000
2063
– –
-2,978
2064
– –
-5,139
2065
– –
-35
2066
– –
-469
2067
– –
-8,732
2068
– –
0
2069
– –
-15,000
2070
– –
0
2071
– –
-30,634
2072
– –
0
2073
– –
-4,956
2074
– –
-25,000
2075
– –
0
81 82
83
84 85