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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
$8.06B
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,571
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$18.6M
3
+$14.2M
4
RBCP
RBC Bearings Incorporated 5.00% Series A Mandatory Convertible Preferred Stock
RBCP
+$13.4M
5
ADBE icon
Adobe
ADBE
+$12.8M

Top Sells

1
+$32.3M
2
+$31.9M
3
+$25.8M
4
PANW icon
Palo Alto Networks
PANW
+$19.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14M

Sector Composition

1 Financials 5.57%
2 Technology 2.53%
3 Healthcare 2.18%
4 Industrials 1.45%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-836
2002
$0 ﹤0.01%
+42
2003
– –
-26,685
2004
– –
-5,488
2005
– –
-23,277
2006
$0 ﹤0.01%
366
-22,000
2007
$0 ﹤0.01%
3,120
-2,193
2008
– –
-69,450
2009
$0 ﹤0.01%
+2,301
2010
– –
-83,296
2011
$0 ﹤0.01%
+151
2012
– –
-19,979
2013
$0 ﹤0.01%
+4,205
2014
$0 ﹤0.01%
2,231
2015
– –
-2,824
2016
– –
-3,529
2017
$0 ﹤0.01%
+1,717
2018
$0 ﹤0.01%
+3,152
2019
$0 ﹤0.01%
29
-47,105
2020
– –
-1,445
2021
– –
-1,324
2022
$0 ﹤0.01%
+3,500
2023
$0 ﹤0.01%
+2,524
2024
– –
-2,524
2025
$0 ﹤0.01%
406
-7,338
79 80
81
82 83