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
$6.5B
AUM Growth
-$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,607
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$17.1M
3
+$15.1M
4
KBR icon
KBR
KBR
+$9.24M
5
UGIC
UGI Corporation
UGIC
+$9.11M

Top Sells

1
+$20.1M
2
+$17.8M
3
+$16.1M
4
META icon
Meta Platforms (Facebook)
META
+$11M
5
HTAQ
Hunt Companies Acquisition Corp. I
HTAQ
+$10.1M

Sector Composition

1 Financials 6.35%
2 Technology 4.87%
3 Industrials 1.92%
4 Healthcare 1.86%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-53,260
2002
– –
-209
2003
– –
-31,589
2004
– –
-1,000
2005
– –
-17,116
2006
– –
-3
2007
– –
-2,248
2008
– –
-4,195
2009
– –
-1,000
2010
– –
-6,855
2011
– –
-4,759
2012
– –
-9,500
2013
– –
-238,899
2014
– –
-369,480
2015
– –
-8,835
2016
– –
-9,613
2017
– –
-3,894
2018
– –
-3,161
2019
– –
-1,000
2020
– –
-83
2021
– –
-8,640
2022
– –
0
2023
– –
-1,278
2024
– –
-525
2025
– –
-8,710
79 80
81
82 83