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
1951
– –
-179,695
1952
– –
-4
1953
– –
-6,197
1954
– –
-3,510
1955
– –
-433,794
1956
– –
-16,775
1957
– –
0
1958
– –
-5
1959
– –
-10,768
1960
– –
-6,538
1961
– –
-108,999
1962
– –
-3,386
1963
– –
-10,648
1964
– –
-1,649
1965
– –
-2,306
1966
– –
-2,793
1967
– –
-2,052
1968
– –
-181
1969
– –
-3
1970
– –
-498,060
1971
– –
-8,314
1972
– –
-3
1973
– –
-1
1974
– –
0
1975
– –
-53,077
77 78
79
80 81