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
1201
– –
-1,000
1202
– –
-12,000
1203
– –
-6,956
1204
– –
-37,563
1205
– –
-575,000
1206
– –
-310,000
1207
– –
-199,674
1208
– –
-25,900
1209
– –
-295,100
1210
– –
-40,000
1211
– –
-23,664
1212
– –
-35,302
1213
– –
-140,920
1214
– –
-61,649
1215
– –
-142,530
1216
– –
-151,726
1217
– –
-162,419
1218
– –
-381,272
1219
– –
-91,735
1220
– –
-247,765
1221
– –
-50,788
1222
– –
-40,265
1223
– –
-12,500
1224
– –
-68,908
1225
– –
-36,046
47 48
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