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

Top Buys

1
+$34.6M
2
+$16.2M
3
+$15.3M
4
UGIC
UGI Corporation
UGIC
+$9.02M
5
KBR icon
KBR
KBR
+$8.71M

Top Sells

1
+$20.1M
2
+$19.2M
3
+$16.1M
4
HTAQ
Hunt Companies Acquisition Corp. I
HTAQ
+$10.1M
5
META icon
Meta Platforms (Facebook)
META
+$9.56M

Sector Composition

1 Financials 6.36%
2 Technology 4.86%
3 Industrials 1.92%
4 Healthcare 1.82%
5 Consumer Discretionary 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-1,299
2002
– –
-3,887
2003
– –
-3,949
2004
– –
-4,400
2005
– –
-1,726
2006
– –
-2,000
2007
– –
0
2008
– –
-9,193
2009
– –
-3,964
2010
– –
-179,695
2011
– –
-10,768
2012
– –
-6,538
2013
– –
-10,648
2014
– –
-1,649
2015
– –
-498,060
2016
– –
-8,314
2017
– –
-3
2018
– –
0
2019
– –
-53,077
2020
– –
-1,157
2021
– –
-1,001
2022
– –
-3,999
2023
– –
-10,867
2024
– –
-5,427
2025
– –
-2,758
79 80
81
82 83