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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
1951
– –
-89,137
1952
– –
-24,001
1953
– –
-107,975
1954
– –
-3,942
1955
– –
-90
1956
– –
-400
1957
– –
-1,000
1958
– –
-87,374
1959
– –
-427
1960
– –
-5,549
1961
– –
-3,001
1962
– –
0
1963
– –
-62
1964
– –
-25,657
1965
– –
-11,195
1966
– –
-5,701
1967
– –
-9
1968
– –
-3,546
1969
– –
-2,702
1970
– –
-4,526
1971
– –
-494
1972
– –
-1,518
1973
– –
-17,909
1974
– –
-2,186
1975
– –
-222,707
77 78
79
80 81