WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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
1976
– –
-224
1977
– –
-16,025
1978
– –
-424,261
1979
– –
-15
1980
– –
-212
1981
– –
-6,605
1982
– –
-10,890
1983
– –
-5,742
1984
– –
-7,180
1985
– –
-16,400
1986
– –
-19,437
1987
– –
-319,125
1988
– –
-7,309
1989
– –
-3,046
1990
– –
-130,933
1991
– –
-2,978
1992
– –
0
1993
– –
0
1994
– –
-1,000
1995
– –
-553
1996
– –
0
1997
– –
-225
1998
– –
-597
1999
– –
-192
2000
– –
-500
78 79
80
81 82