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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
2026
– –
-5,010
2027
– –
-2,911
2028
– –
-1,989
2029
– –
0
2030
– –
-1
2031
– –
-1,000
2032
– –
-3,340
2033
– –
-2,369
2034
– –
-4,972
2035
– –
-1,075
2036
– –
-1,383
2037
– –
-1,678
2038
– –
-1,552
2039
– –
-1,205
2040
– –
-4
2041
– –
-31,589
2042
– –
-1,000
2043
– –
-17,116
2044
– –
-3
2045
– –
-2,248
2046
– –
-4,195
2047
– –
-1,000
2048
– –
-9,500
2049
– –
-50,000
2050
– –
-8,640
80 81
82
83 84