WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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 1.86%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-160,235
1927
– –
-6,267
1928
– –
-102,084
1929
– –
-1,518
1930
– –
-17,909
1931
– –
-19,930
1932
– –
-39,434
1933
– –
-50,147
1934
– –
-5,867
1935
– –
-2,186
1936
– –
-222,707
1937
– –
-1,185
1938
– –
-3,200
1939
– –
0
1940
– –
-5,806
1941
– –
0
1942
– –
-1,956
1943
– –
-852
1944
– –
-4,619
1945
– –
-5,281
1946
– –
-53,873
1947
– –
-1,011
1948
– –
-3,135
1949
– –
-40,930
1950
– –
-67,843
76 77
78
79 80