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
601
$378K 0.01%
7,529
-851
602
$374K 0.01%
36,638
-6,348
603
$372K 0.01%
29,188
-3,844
604
$369K 0.01%
36,970
+29,093
605
$366K 0.01%
74,965
+34,407
606
$364K 0.01%
+35,156
607
$363K 0.01%
35,405
-24,595
608
$353K 0.01%
34,426
-4,114
609
$352K 0.01%
60,914
+31,398
610
$350K 0.01%
34,919
-69,465
611
$348K 0.01%
40,244
+11,047
612
$336K 0.01%
16,043
-3,802
613
$333K 0.01%
37,982
-4,246
614
$330K 0.01%
+32,251
615
$327K 0.01%
32,763
-93,467
616
$325K 0.01%
35,474
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617
$323K 0.01%
51,101
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618
$323K 0.01%
4,925
-29,592
619
$320K ﹤0.01%
+19,791
620
$318K ﹤0.01%
6,198
-3,727
621
$316K ﹤0.01%
11,180
-7,745
622
$315K ﹤0.01%
3,069
+616
623
$315K ﹤0.01%
43,158
+1,414
624
$312K ﹤0.01%
+28,091
625
$311K ﹤0.01%
32,386
-176,722
23 24
25
26 27