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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
2101
– –
0
2102
– –
-26,234
2103
– –
-64,686
2104
– –
0
2105
– –
-1,454
2106
– –
0
2107
– –
0
2108
– –
-100
2109
– –
0
2110
– –
-2,569
2111
– –
0
2112
– –
-7,068
2113
– –
-409,469
2114
– –
-35,980
2115
– –
0
2116
– –
0
2117
– –
-17,531
2118
– –
-28,820
2119
– –
-6,351
2120
– –
-92,493
2121
– –
-78,391
2122
– –
-91,279
2123
– –
0
2124
– –
0
2125
– –
-65,038
83 84
85
86 87