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
$9.09B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,575
New
Increased
Reduced
Closed

Top Buys

1
+$48.5M
2
+$13.3M
3
+$11.6M
4
HWELU
Healthwell Acquisition Corp. I Unit
HWELU
+$10.8M
5
UBER icon
Uber
UBER
+$10.2M

Top Sells

1
+$128M
2
+$49.9M
3
+$47.4M
4
SE icon
Sea Limited
SE
+$46.9M
5
NIMC
NiSource Inc. Series A Corporate Units
NIMC
+$12.4M

Sector Composition

1 Financials 2.88%
2 Technology 2.44%
3 Industrials 1.26%
4 Real Estate 0.97%
5 Healthcare 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-44,496
1952
– –
-6,396
1953
– –
-3,721
1954
– –
-536
1955
– –
0
1956
– –
-989
1957
– –
-1,758
1958
– –
-13,917
1959
– –
-1,189
1960
– –
-6,256
1961
– –
-2,326
1962
– –
-983
1963
– –
-4,637
1964
– –
-1,444
1965
– –
-6,025
1966
– –
-162
1967
– –
0
1968
– –
-174
1969
– –
0
1970
– –
0
1971
– –
-113
1972
– –
-1,862
1973
– –
0
1974
– –
-24,832
1975
– –
-2,000
77 78
79
80 81