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
2051
– –
-58,270
2052
– –
-309
2053
– –
-280
2054
– –
-8,500
2055
– –
0
2056
– –
-458
2057
– –
-483
2058
– –
-1,605
2059
– –
-11,811
2060
– –
-666
2061
– –
0
2062
– –
-1,886
2063
– –
-4,621
2064
– –
-10,491
2065
– –
-4,396
2066
– –
-1,954
2067
– –
-7,684
2068
– –
0
2069
– –
-215
2070
– –
-90
2071
– –
0
2072
– –
-7,067
2073
– –
-20,148
2074
– –
-82,201
2075
– –
0
81 82
83
84 85