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
2001
– –
-13,907
2002
– –
-6,001
2003
– –
-1,348
2004
– –
-55,300
2005
– –
-2,725
2006
– –
-1,853
2007
– –
0
2008
– –
-5,762
2009
– –
-92
2010
– –
-1,346
2011
– –
0
2012
– –
0
2013
– –
-53
2014
– –
-466
2015
– –
-46
2016
– –
-816
2017
– –
0
2018
– –
-1,367
2019
– –
-1,357
2020
– –
-26,352
2021
– –
-1,983
2022
– –
-1,640
2023
– –
-3,479
2024
– –
-39
2025
– –
-253
79 80
81
82 83