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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
1901
– –
-14,544
1902
– –
-205,267
1903
– –
-7,152
1904
– –
-264,480
1905
– –
-998,937
1906
– –
-42,538
1907
– –
-7,664
1908
– –
-28,920
1909
– –
-24,248
1910
– –
-2
1911
– –
-20,925
1912
– –
-43,302
1913
– –
-12,292
1914
– –
-8,088
1915
– –
-2,337
1916
– –
-2,300
1917
– –
-352,049
1918
– –
-44,137
1919
– –
-211,476
1920
– –
-12,000
1921
– –
0
1922
– –
-2,153
1923
– –
-92,412
1924
– –
-139,832
1925
– –
-5,505
75 76
77
78 79