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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
$6.5B
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,607
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$16.2M
3
+$15.3M
4
UGIC
UGI Corporation
UGIC
+$9.02M
5
KBR icon
KBR
KBR
+$8.71M

Top Sells

1
+$20.1M
2
+$19.2M
3
+$16.1M
4
HTAQ
Hunt Companies Acquisition Corp. I
HTAQ
+$10.1M
5
META icon
Meta Platforms (Facebook)
META
+$9.56M

Sector Composition

1 Financials 6.36%
2 Technology 4.86%
3 Industrials 1.92%
4 Healthcare 1.82%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
– –
-831,857
1602
– –
-230,757
1603
– –
-16,293
1604
– –
-160,235
1605
– –
-6,267
1606
– –
-136,982
1607
– –
-127,848
1608
– –
-9,835
1609
– –
-9,534
1610
– –
-241,389
1611
– –
-64,735
1612
– –
-580
1613
– –
-10,735
1614
– –
-405
1615
– –
-8,602
1616
– –
-27,687
1617
– –
-2,206
1618
– –
-6,358
1619
– –
-42
1620
– –
-154,312
1621
– –
-119,090
1622
– –
-58,306
1623
– –
-46,708
1624
– –
-53,244
1625
– –
-324,590
63 64
65
66 67