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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
1826
– –
-408,313
1827
– –
-100,000
1828
– –
-118
1829
– –
-49,090
1830
– –
-217,858
1831
– –
-29,702
1832
– –
-96,202
1833
– –
-532,329
1834
– –
-10,600
1835
– –
-1,049
1836
– –
-820
1837
– –
-94,300
1838
– –
-33,532
1839
– –
-40,516
1840
– –
-133,601
1841
– –
-102,084
1842
– –
-20,484
1843
– –
-15,098
1844
– –
-124,857
1845
– –
-330,119
1846
– –
-60,728
1847
– –
-8,384
1848
– –
-8,500
1849
– –
-1
1850
– –
-9,898
72 73
74
75 76