WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
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
+$32.6M
2
+$17.1M
3
+$15.1M
4
KBR icon
KBR
KBR
+$9.24M
5
UGIC
UGI Corporation
UGIC
+$9.11M

Top Sells

1
+$20.1M
2
+$17.8M
3
+$16.1M
4
META icon
Meta Platforms (Facebook)
META
+$11M
5
HTAQ
Hunt Companies Acquisition Corp. I
HTAQ
+$10.1M

Sector Composition

1 Financials 6.35%
2 Technology 4.87%
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
– –
-45,214
1927
– –
-2
1928
– –
-128,854
1929
– –
-850
1930
– –
-12,793
1931
– –
-80
1932
– –
-4,740
1933
– –
-2,460
1934
– –
-2,473
1935
– –
-1,299
1936
– –
-3,887
1937
– –
-3,949
1938
– –
-46,619
1939
– –
-2,128
1940
– –
-771,011
1941
– –
-6,659
1942
– –
-2,213
1943
– –
-13,850
1944
– –
0
1945
– –
-6,890
1946
– –
-43
1947
– –
-4,400
1948
– –
-4,078
1949
– –
-3,964
1950
– –
-1,000
76 77
78
79 80