WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.85B
AUM Growth
-$863M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,661
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$39.4M
3
+$18.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$11M
5
SWT
Stanley Black & Decker, Inc.
SWT
+$8.6M

Top Sells

1
+$129M
2
+$52.6M
3
+$10.4M
4
ASZ
Austerlitz Acquisition Corporation II
ASZ
+$8.59M
5
NFLX icon
Netflix
NFLX
+$7.6M

Sector Composition

1 Financials 7.93%
2 Technology 4.7%
3 Healthcare 2.07%
4 Consumer Discretionary 1.92%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-108,683
2027
– –
-1,639
2028
– –
-228,757
2029
$0 ﹤0.01%
101
2030
$0 ﹤0.01%
1,697
2031
$0 ﹤0.01%
872
-11,124
2032
$0 ﹤0.01%
9,853
2033
– –
-32,302
2034
$0 ﹤0.01%
+8,075
2035
$0 ﹤0.01%
23,873
2036
$0 ﹤0.01%
2,978
2037
– –
-39,738
2038
– –
-92,994
2039
$0 ﹤0.01%
10,590
2040
$0 ﹤0.01%
24
-652
2041
– –
-4,577
2042
$0 ﹤0.01%
365
2043
– –
-34,798
2044
$0 ﹤0.01%
10,600
2045
– –
-3,653
2046
$0 ﹤0.01%
9,835
2047
– –
-35,003
2048
$0 ﹤0.01%
1
-30,027
2049
– –
-77,312
2050
$0 ﹤0.01%
4
80 81
82
83 84