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
201
$2.53M 0.03%
249,999
202
$2.53M 0.03%
+249,053
203
$2.5M 0.03%
244,531
204
$2.49M 0.03%
201,391
-132,950
205
$2.49M 0.03%
30,416
-41,776
206
$2.48M 0.03%
247,299
+59,398
207
$2.46M 0.03%
243,415
+29,617
208
$2.45M 0.03%
+162,464
209
$2.43M 0.03%
241,329
-11,677
210
$2.41M 0.03%
146,271
+17,270
211
$2.38M 0.02%
+231,219
212
$2.38M 0.02%
232,566
-190,066
213
$2.37M 0.02%
303,882
-128,055
214
$2.36M 0.02%
232,672
-10,319
215
$2.33M 0.02%
95,031
-5,877
216
$2.27M 0.02%
220,780
-7,115
217
$2.27M 0.02%
107,023
218
$2.25M 0.02%
224,393
219
$2.25M 0.02%
223,728
+219,831
220
$2.22M 0.02%
223,067
-16,291
221
$2.21M 0.02%
+19,433
222
$2.19M 0.02%
+28,000
223
$2.19M 0.02%
26,550
-7,627
224
$2.18M 0.02%
21,750
+1,745
225
$2.17M 0.02%
197,050
+79,939
7 8
9
10 11