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
2026
– –
-100
2027
– –
-1,496
2028
– –
-1,252
2029
– –
-289
2030
– –
-1,003
2031
– –
0
2032
– –
-2,605
2033
– –
-499,893
2034
– –
-30,540
2035
– –
-19,526
2036
– –
-444,790
2037
– –
-2,207
2038
– –
-1,000
2039
– –
-2,978
2040
– –
-8,160
2041
– –
-5,300
2042
– –
-76,402
2043
– –
-62,660
2044
– –
-5,581
2045
– –
-4,285
2046
– –
-408,539
2047
– –
-5,353
2048
– –
-12,161
2049
– –
-69,720
2050
– –
-1,000
80 81
82
83 84