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
251
$2.14M 0.02%
213,764
-12,287
252
$2.13M 0.02%
42,538
-19,847
253
$2.12M 0.02%
214,198
-156,193
254
$2.12M 0.02%
213,798
-28,290
255
$2.12M 0.02%
208,156
-5,176
256
$2.11M 0.02%
40,644
+8,554
257
$2.11M 0.02%
214,069
+27,775
258
$2.09M 0.02%
196,080
+87,401
259
$2.09M 0.02%
212,020
-4,605
260
$2.09M 0.02%
210,336
+16,435
261
$2.07M 0.02%
119,090
-9,717
262
$2.06M 0.02%
205,232
-74,509
263
$2.05M 0.02%
204,556
-95,444
264
$2.04M 0.02%
206,026
-3,000
265
$2.04M 0.02%
207,639
+88,174
266
$2.04M 0.02%
+21,500
267
$2.04M 0.02%
20,301
-28,830
268
$2.02M 0.02%
+129,001
269
$2.01M 0.02%
+60,322
270
$2M 0.02%
+341,925
271
$1.99M 0.02%
197,522
+194,812
272
$1.99M 0.02%
198,142
-54,287
273
$1.98M 0.02%
20,005
+16,316
274
$1.98M 0.02%
200,404
+61,230
275
$1.98M 0.02%
175,719
+160,547
9 10
11
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