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
1976
– –
0
1977
– –
-7
1978
– –
-39
1979
– –
-7,551
1980
– –
-700
1981
– –
-110
1982
– –
-16,484
1983
– –
0
1984
– –
0
1985
$0 ﹤0.01%
34
1986
– –
-143,322
1987
– –
0
1988
– –
-7,924
1989
– –
-2,029
1990
$0 ﹤0.01%
+739
1991
– –
-409
1992
– –
-10,293
1993
– –
-830
1994
– –
-11,372
1995
– –
-13,154
1996
– –
0
1997
– –
-1,897
1998
– –
-140
1999
– –
-1,803
2000
– –
-1
78 79
80
81 82