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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
2401
– –
-81,375
2402
– –
-2,000
2403
– –
-6,543
2404
– –
-10,349
2405
– –
0
2406
– –
-13,780
2407
– –
-30,380
2408
– –
-624
2409
– –
-307,330
2410
– –
0
2411
– –
-42,604
2412
– –
-39,045
2413
– –
0
2414
– –
0
2415
– –
-15,900
2416
– –
-300
2417
– –
-243
2418
– –
-2,184
2419
– –
0
2420
– –
0
2421
– –
-52,650
2422
– –
-24,000
2423
– –
0
2424
– –
-6
2425
– –
-110,430
94 95 96
97
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