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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
2076
– –
0
2077
– –
0
2078
– –
-2,921
2079
– –
-205
2080
– –
-50,000
2081
– –
0
2082
– –
0
2083
– –
-5,505
2084
– –
-1,625
2085
– –
-16,588
2086
– –
0
2087
– –
-300
2088
– –
-1,395
2089
– –
-187,918
2090
– –
-31,259
2091
– –
-5,836
2092
– –
-20,000
2093
– –
-198
2094
– –
-200
2095
– –
0
2096
– –
-7,499
2097
– –
0
2098
– –
0
2099
– –
0
2100
– –
0
82 83
84
85 86