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
$5.98B
AUM Growth
+$844M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,549
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$29.3M
3
+$15.5M
4
KDK
Kodiak AI
KDK
+$13.9M
5
VACH
Voyager Acquisition Corp
VACH
+$11.2M

Top Sells

1
+$23.5M
2
+$22.7M
3
+$17.5M
4
AMD icon
Advanced Micro Devices
AMD
+$17.1M
5
AMZN icon
Amazon
AMZN
+$16.1M

Sector Composition

1 Financials 9.06%
2 Technology 1.99%
3 Real Estate 1.75%
4 Consumer Discretionary 1.55%
5 Industrials 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-2,576
1102
– –
-43,970
1103
– –
-7,534
1104
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-264,817
1105
– –
-100,000
1106
– –
-75,000
1107
– –
-14,689
1108
– –
-6,401
1109
– –
-174,462
1110
– –
-32,731
1111
– –
-570,164
1112
– –
-58,446
1113
– –
-585,000
1114
– –
-130,462
1115
– –
-229,875
1116
– –
-332,022
1117
– –
-166,011
1118
– –
-119,850
1119
– –
-491,902
1120
– –
-4,817
1121
– –
-8,500
1122
– –
0
1123
– –
0
1124
– –
-4,397
1125
– –
-6,726
43 44
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