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
276
$1.97M 0.02%
8,161
-11,168
277
$1.96M 0.02%
6,605
+1,300
278
$1.95M 0.02%
193,105
-44,792
279
$1.95M 0.02%
+193,749
280
$1.94M 0.02%
194,475
+72,348
281
$1.93M 0.02%
159,407
+81,000
282
$1.93M 0.02%
192,905
-10,415
283
$1.92M 0.02%
163,228
-17,767
284
$1.91M 0.02%
194,354
+34,756
285
$1.9M 0.02%
43,302
-17,168
286
$1.89M 0.02%
193,801
+120,652
287
$1.89M 0.02%
+139,832
288
$1.87M 0.02%
+33,395
289
$1.87M 0.02%
+27,431
290
$1.85M 0.02%
+48,020
291
$1.85M 0.02%
189,003
+188,503
292
$1.85M 0.02%
+21,475
293
$1.84M 0.02%
187,901
+125,427
294
$1.83M 0.02%
+42,408
295
$1.83M 0.02%
25,000
-5,000
296
$1.82M 0.02%
40,445
+39,062
297
$1.81M 0.02%
2,153
+1,500
298
$1.8M 0.02%
12,155
+4,406
299
$1.8M 0.02%
+173,700
300
$1.77M 0.02%
170,933
-4,313
10 11
12
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