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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
2026
– –
-1,058
2027
– –
-61,579
2028
– –
-126,449
2029
– –
-32,958
2030
– –
-410
2031
– –
-1,112
2032
– –
-3,222
2033
– –
-52,076
2034
– –
-5,200
2035
– –
0
2036
– –
-3,649
2037
$0 ﹤0.01%
+25
2038
– –
0
2039
– –
0
2040
– –
-2,621
2041
$0 ﹤0.01%
+29
2042
– –
0
2043
– –
-9,554
2044
– –
-11,876
2045
– –
-34,332
2046
– –
-8,978
2047
– –
0
2048
– –
0
2049
– –
0
2050
– –
0
80 81
82
83 84