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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
$7.71B
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,631
New
Increased
Reduced
Closed

Top Buys

1
+$31.1M
2
+$29.9M
3
+$25.9M
4
AMZN icon
Amazon
AMZN
+$20.9M
5
INTC icon
Intel
INTC
+$19.5M

Top Sells

1
+$41.2M
2
+$40.6M
3
+$24.5M
4
DCUE
Dominion Energy, Inc. 2019 Series A Corporate Units
DCUE
+$20.1M
5
GSRMU
GSR II Meteora Acquisition Corp. Unit
GSRMU
+$13.7M

Sector Composition

1 Financials 6.91%
2 Technology 3.43%
3 Healthcare 1.91%
4 Industrials 1.52%
5 Consumer Discretionary 1.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$0 ﹤0.01%
9,534
2002
$0 ﹤0.01%
1,405
2003
$0 ﹤0.01%
+100
2004
– –
-34,357
2005
$0 ﹤0.01%
611
-4,800
2006
– –
-23,975
2007
$0 ﹤0.01%
9,636
+1,500
2008
– –
-110,135
2009
– –
0
2010
– –
0
2011
$0 ﹤0.01%
6,752
+3,600
2012
– –
-3,807
2013
$0 ﹤0.01%
20
2014
– –
-731
2015
$0 ﹤0.01%
1
-4,957
2016
– –
-29
2017
– –
-213,488
2018
$0 ﹤0.01%
2,652
-213,793
2019
– –
-559
2020
– –
-781,556
2021
– –
-8,577
2022
– –
-11,485
2023
$0 ﹤0.01%
1,006
2024
$0 ﹤0.01%
+505
2025
– –
-92,145
79 80
81
82 83