WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.85B
AUM Growth
-$863M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,661
New
Increased
Reduced
Closed

Top Buys

1
+$36.2M
2
+$34.7M
3
+$9.5M
4
XOM icon
Exxon Mobil
XOM
+$7.92M
5
UNH icon
UnitedHealth
UNH
+$7.15M

Top Sells

1
+$129M
2
+$52.6M
3
+$10.4M
4
ASZ
Austerlitz Acquisition Corporation II
ASZ
+$8.59M
5
TSLA icon
Tesla
TSLA
+$7.02M

Sector Composition

1 Financials 7.91%
2 Technology 4.72%
3 Healthcare 2.07%
4 Consumer Discretionary 1.92%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.31M 0.02%
100,908
+7,548
227
$2.29M 0.02%
227,895
+388
228
$2.28M 0.02%
+44,137
229
$2.28M 0.02%
28,820
-25,706
230
$2.27M 0.02%
230,081
+24,384
231
$2.27M 0.02%
156,068
+126,670
232
$2.27M 0.02%
+160,399
233
$2.26M 0.02%
46,482
+20,867
234
$2.26M 0.02%
39,803
+2,900
235
$2.24M 0.02%
221,842
-31,524
236
$2.24M 0.02%
222,707
+122,597
237
$2.22M 0.02%
34,517
+21,788
238
$2.21M 0.02%
224,393
+75,000
239
$2.21M 0.02%
+52,650
240
$2.21M 0.02%
107,023
+1,000
241
$2.21M 0.02%
50,161
+10,968
242
$2.21M 0.02%
303,339
-118,554
243
$2.18M 0.02%
34,392
+15,298
244
$2.17M 0.02%
214,948
-34,952
245
$2.17M 0.02%
+15,000
246
$2.15M 0.02%
34,177
+6,661
247
$2.15M 0.02%
217,858
+30,782
248
$2.15M 0.02%
7,132
-2,155
249
$2.15M 0.02%
218,575
+202,810
250
$2.14M 0.02%
1,000
+500
8 9
10
11 12