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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
$9.09B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,575
New
Increased
Reduced
Closed

Top Buys

1
+$51.5M
2
+$13.9M
3
+$11.5M
4
HWELU
Healthwell Acquisition Corp. I Unit
HWELU
+$10.7M
5
UBER icon
Uber
UBER
+$9.91M

Top Sells

1
+$130M
2
+$52.4M
3
+$52.2M
4
IFFT
International Flavors & Fragrances Inc. 6.00% Tangible Equity Units
IFFT
+$47.4M
5
NIMC
NiSource Inc. Series A Corporate Units
NIMC
+$12.6M

Sector Composition

1 Financials 2.88%
2 Technology 2.46%
3 Industrials 1.26%
4 Real Estate 0.97%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-315
2002
– –
-55,503
2003
– –
-6,172
2004
– –
-3,000
2005
– –
-5,517
2006
$0 ﹤0.01%
63
2007
$0 ﹤0.01%
169,985
2008
– –
-38
2009
– –
-2,892
2010
– –
-944
2011
– –
-80
2012
– –
-1,175
2013
– –
-10,409
2014
– –
0
2015
– –
0
2016
– –
0
2017
– –
-4,146
2018
$0 ﹤0.01%
1
2019
– –
-1,197
2020
– –
-1,003
2021
– –
-1,416
2022
– –
-9,985
2023
– –
-79
2024
– –
-45
2025
– –
-11,372
79 80
81
82 83