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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
1701
– –
-103,710
1702
– –
-72,457
1703
– –
0
1704
– –
-76,596
1705
– –
-64,093
1706
– –
-1,177
1707
– –
-30,830
1708
– –
-231,779
1709
– –
-400
1710
– –
-3,767
1711
– –
0
1712
– –
-1,409
1713
– –
-3,554
1714
– –
-36,294
1715
– –
0
1716
– –
-1,101
1717
– –
-7,000
1718
– –
-35,000
1719
– –
0
1720
– –
-170,933
1721
– –
-4,000
1722
– –
-143
1723
– –
-3,000
1724
– –
-50,000
1725
– –
-258,951
67 68
69
70 71