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
301
$1.77M 0.02%
179,695
+86,387
302
$1.77M 0.02%
177,500
-9,000
303
$1.76M 0.02%
200,420
-10,209
304
$1.76M 0.02%
178,975
+177,030
305
$1.76M 0.02%
175,084
-51,393
306
$1.73M 0.02%
211,501
+166,645
307
$1.73M 0.02%
409,469
+52,402
308
$1.73M 0.02%
172,525
+1,390
309
$1.72M 0.02%
172,854
+89,314
310
$1.71M 0.02%
173,447
+72,268
311
$1.71M 0.02%
279,422
+67,410
312
$1.71M 0.02%
176,313
+97,147
313
$1.7M 0.02%
+169,586
314
$1.67M 0.02%
167,192
-4
315
$1.65M 0.02%
165,377
-214
316
$1.65M 0.02%
+88,324
317
$1.64M 0.02%
166,288
-8,470
318
$1.63M 0.02%
+7,068
319
$1.61M 0.02%
119,295
+30,500
320
$1.6M 0.02%
140,550
+49,797
321
$1.6M 0.02%
108,835
+82,306
322
$1.59M 0.02%
241,998
+22,744
323
$1.58M 0.02%
160,235
+60,618
324
$1.57M 0.02%
+53,835
325
$1.56M 0.02%
+46,216
11 12
13
14 15