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
$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 9.25%
2 Technology 1.99%
3 Real Estate 1.75%
4 Consumer Discretionary 1.55%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
– –
-35,000
1202
– –
-52
1203
– –
0
1204
– –
-35,598
1205
– –
-16,741
1206
– –
0
1207
– –
-12,996
1208
– –
-822
1209
– –
-172,270
1210
– –
0
1211
– –
-164,400
1212
– –
-58,054
1213
– –
-19,128
1214
– –
-177,374
1215
– –
-144,070
1216
– –
-38,742
1217
– –
-8,400
1218
– –
0
1219
– –
0
1220
– –
0
1221
– –
-5,463
1222
– –
0
1223
– –
-25,000
1224
– –
0
1225
– –
-73,436
47 48
49
50 51