WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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 1.86%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$433K 0.01%
34,820
-385
577
$429K 0.01%
11,430
578
$429K 0.01%
28,549
+26,317
579
$420K 0.01%
+14,907
580
$418K 0.01%
47,859
+2,215
581
$418K 0.01%
10,800
582
$417K 0.01%
41,267
+13,762
583
$416K 0.01%
33,137
-7,970
584
$415K 0.01%
5,369
-609
585
$414K 0.01%
39,696
586
$410K 0.01%
51,335
+48,813
587
$407K 0.01%
15,155
+9,745
588
$406K 0.01%
34,398
-30,133
589
$404K 0.01%
168,269
+10,741
590
$402K 0.01%
39,122
+31,843
591
$398K 0.01%
38,804
-10,893
592
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37,810
-11,650
593
$393K 0.01%
23,891
+3,000
594
$392K 0.01%
9,697
595
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16,621
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596
$390K 0.01%
37,976
+17,778
597
$387K 0.01%
+222,539
598
$387K 0.01%
38,539
-8,602
599
$383K 0.01%
11,079
-2,855
600
$383K 0.01%
34,368
+12,942
22 23
24
25 26