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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
2226
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2227
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-1,000
2228
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-166,288
2229
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-962
2230
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2231
– –
-700
2232
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2233
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-267,945
2234
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-1,697
2235
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-8,186
2236
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-1,036
2237
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-61,983
2238
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-872
2239
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-17,192
2240
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-120,967
2241
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-9,853
2242
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-8,075
2243
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-299,983
2244
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2245
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2246
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-23,873
2247
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2248
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2249
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2250
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-1,652
88 89
90
91 92