WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.22B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,730
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$54.3M
3
+$10.6M
4
SCRM
Screaming Eagle Acquisition Corp. Class A Ordinary Shares
SCRM
+$8.43M
5
BTSGU icon
BrightSpring Health Services Unit
BTSGU
+$7.62M

Top Sells

1
+$694M
2
+$17.1M
3
+$15.3M
4
NVDA icon
NVIDIA
NVDA
+$12M
5
PEP icon
PepsiCo
PEP
+$10.9M

Sector Composition

1 Financials 4.88%
2 Real Estate 1.82%
3 Consumer Discretionary 1.64%
4 Industrials 1.52%
5 Technology 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
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1502
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1503
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1504
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1505
– –
-30,240
1506
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-30,000
1507
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1508
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1509
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1510
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-7,978
1511
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-60,494
1512
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-40,329
1513
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-1,000
1514
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-2,573
1515
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-11,931
1516
– –
-3,177
1517
– –
-4,000
1518
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0
1519
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1520
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0
1521
– –
-17,014
1522
– –
-12,369
1523
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0
1524
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0
1525
– –
0
59 60
61
62 63