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
2026
– –
-1,181
2027
– –
-3,142
2028
– –
-429
2029
– –
-453
2030
– –
-10,601
2031
– –
-46,950
2032
– –
-1,027
2033
– –
0
2034
– –
-412
2035
– –
-4,795
2036
– –
-85,989
2037
– –
-100
2038
$0 ﹤0.01%
+31
2039
– –
-1,994
2040
– –
-88,303
2041
– –
-6,019
2042
– –
0
2043
– –
-10,618
2044
– –
0
2045
– –
-4,436
2046
– –
0
2047
– –
0
2048
– –
-6,906
2049
– –
-5,950
2050
– –
-600
80 81
82
83 84