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
1976
– –
-1,157
1977
– –
-1,001
1978
– –
-3,999
1979
– –
-10,867
1980
– –
-5,427
1981
– –
-2,758
1982
– –
-5,010
1983
– –
-2,911
1984
– –
-1,989
1985
– –
0
1986
– –
-1
1987
– –
-1,000
1988
– –
-3,340
1989
– –
-2,369
1990
– –
-4,972
1991
– –
-58
1992
– –
-1,075
1993
– –
-1,383
1994
– –
-1,678
1995
– –
-1,552
1996
– –
-1,205
1997
– –
-4
1998
– –
-2,822
1999
– –
-7,528
2000
– –
-47,385
78 79
80
81 82