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
326
$1.56M 0.02%
154,311
-7,002
327
$1.55M 0.02%
47,404
+9,719
328
$1.55M 0.02%
76,239
-27,357
329
$1.54M 0.02%
117,111
+116,595
330
$1.53M 0.02%
152,389
+7,066
331
$1.53M 0.02%
172,500
+75,000
332
$1.52M 0.02%
154,312
-90,814
333
$1.52M 0.02%
154,786
+49,147
334
$1.51M 0.02%
35,000
+7,000
335
$1.51M 0.02%
153,462
-4,217
336
$1.51M 0.02%
+49,477
337
$1.5M 0.02%
+151,800
338
$1.5M 0.02%
149,175
-103,664
339
$1.47M 0.02%
17,043
-517
340
$1.47M 0.02%
3,000
+1,000
341
$1.47M 0.02%
146,593
-21,013
342
$1.46M 0.02%
+546,199
343
$1.46M 0.02%
327,141
-83,922
344
$1.46M 0.02%
147,053
-3,774
345
$1.45M 0.02%
+10,000
346
$1.44M 0.02%
167,073
-18,644
347
$1.43M 0.02%
120,779
-9,748
348
$1.42M 0.02%
219,457
+26,091
349
$1.41M 0.02%
143,409
+20,652
350
$1.41M 0.02%
139,918
-84,932
12 13
14
15 16