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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
2201
– –
-5,281
2202
– –
-2,707
2203
– –
-18,668
2204
– –
-3,749
2205
– –
-63,866
2206
– –
-167,192
2207
– –
-39,304
2208
– –
-3,922
2209
– –
-46,619
2210
– –
0
2211
– –
-6,890
2212
– –
-43
2213
– –
-1,000
2214
– –
-108,999
2215
– –
-3,386
2216
– –
-181
2217
– –
-3
2218
– –
-1
2219
– –
-58
2220
– –
-4
2221
– –
-2,822
2222
– –
0
2223
– –
-4,759
2224
– –
-30,540
2225
– –
-19,526
87 88
89
90 91