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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
$6.41B
AUM Growth
-$621M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,672
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$30.9M
3
+$23M
4
NVDA icon
NVIDIA
NVDA
+$20.9M
5
NEE.PRT
NextEra Energy 7.234% Corporate Units
NEE.PRT
+$17.9M

Top Sells

1
+$83.1M
2
+$26.8M
3
+$26.5M
4
BTSGU icon
BrightSpring Health Services Unit
BTSGU
+$23.5M
5
BA icon
Boeing
BA
+$16.7M

Sector Composition

1 Financials 13.41%
2 Technology 2.76%
3 Real Estate 2.1%
4 Industrials 1.59%
5 Consumer Discretionary 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FWDI
326
Forward Industries Inc
FWDI
$290M
$1.78M 0.03%
401,056
+263,503
FCX icon
327
Freeport-McMoran
FCX
$90B
$1.76M 0.03%
30,000
-6,000
MCN
328
Madison Covered Call & Equity Strategy Fund
MCN
$121M
$1.75M 0.03%
300,153
+105,369
FLUT icon
329
Flutter Entertainment
FLUT
$19.7B
$1.73M 0.03%
16,955
+9,818
CSX icon
330
CSX Corp
CSX
$86.7B
$1.72M 0.03%
42,000
+9,000
IONS icon
331
Ionis Pharmaceuticals
IONS
$12.1B
$1.71M 0.03%
22,815
-7,700
ARDC
332
Are Dynamic Credit Allocation Fund
ARDC
$302M
$1.71M 0.03%
140,770
+38,856
HIO
333
Western Asset High Income Opportunity Fund
HIO
$342M
$1.71M 0.03%
470,947
-169,549
AVK
334
Advent Convertible and Income Fund
AVK
$556M
$1.71M 0.03%
+152,998
AXIN
335
Axiom Intelligence Acquisition Corp 1
AXIN
$283M
$1.7M 0.03%
167,983
-7,404
STK
336
Columbia Seligman Premium Technology Growth Fund
STK
$856M
$1.7M 0.03%
44,831
-30,757
AXP icon
337
American Express
AXP
$215B
$1.69M 0.03%
+5,583
CRAN
338
Crane Harbor Acquisition Corp II
CRAN
$474M
$1.68M 0.03%
+169,979
CHRD icon
339
Chord Energy
CHRD
$7.83B
$1.67M 0.03%
11,724
CLF icon
340
Cleveland-Cliffs
CLF
$7.15B
$1.66M 0.03%
196,794
EXG icon
341
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.88B
$1.65M 0.03%
+190,837
NEE.PRS
342
NextEra Energy 7.299% Corporate Units
NEE.PRS
$2.1B
$1.64M 0.03%
29,049
-8,438
CW icon
343
Curtiss-Wright
CW
$26.8B
$1.63M 0.03%
+2,400
TWLV
344
Twelve Seas Investment Co III
TWLV
$234M
$1.63M 0.03%
+165,522
MPT
345
Medical Properties Trust
MPT
$3B
$1.62M 0.03%
348,932
+17,897
UBER icon
346
Uber
UBER
$141B
$1.61M 0.03%
22,388
+14,681
BEBE
347
TGE Value Creative Solutions Corp
BEBE
$1.61M 0.03%
+162,762
KTWO
348
K2 Capital Acquisition Corp
KTWO
$199M
$1.61M 0.03%
+162,843
STEW
349
SRH Total Return Fund
STEW
$1.7B
$1.6M 0.02%
93,534
+57,864
APD icon
350
Air Products & Chemicals
APD
$62B
$1.6M 0.02%
5,500
+200
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