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
1276
– –
-8,400
1277
– –
0
1278
– –
-25,000
1279
– –
-1,665
1280
– –
-50,050
1281
– –
0
1282
– –
0
1283
– –
-3,075
1284
– –
-3,255
1285
– –
-672
1286
– –
-84,460
1287
– –
-3,068
1288
– –
-3,342
1289
– –
-54,179
1290
– –
0
1291
– –
-142,542
1292
– –
0
1293
– –
-28,002
1294
– –
-40,670
1295
– –
-985
1296
– –
0
1297
– –
-1,400
1298
– –
-23,406
1299
– –
0
1300
– –
-157
50 51
52
53 54