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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
1926
– –
-5,635
1927
– –
-27,431
1928
– –
-88,324
1929
– –
-36,289
1930
– –
-58,959
1931
– –
-34,355
1932
– –
-161,543
1933
– –
-18,812
1934
– –
-3,700
1935
– –
-7,309
1936
– –
-3,046
1937
– –
-130,933
1938
– –
-2,978
1939
– –
0
1940
– –
0
1941
– –
-1,000
1942
– –
-553
1943
– –
0
1944
– –
-597
1945
– –
-192
1946
– –
-1,514
1947
– –
-8,000
1948
– –
-334
1949
– –
-230,081
1950
– –
-700
76 77
78
79 80