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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
2301
– –
-7,132
2302
– –
0
2303
– –
-47,491
2304
– –
-27,276
2305
– –
0
2306
– –
-150
2307
– –
0
2308
– –
0
2309
– –
0
2310
– –
-1,483
2311
– –
-4,489
2312
– –
-19,101
2313
– –
-36,820
2314
– –
-37,139
2315
– –
0
2316
– –
-1,673
2317
– –
-11,984
2318
– –
-8,391
2319
– –
-16,310
2320
– –
-4,701
2321
– –
-59,827
2322
– –
-1,000
2323
– –
-243,401
2324
– –
-9,193
2325
– –
-10,500
91 92
93
94 95