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
351
$1.41M 0.02%
86,660
+12,682
352
$1.41M 0.02%
8,500
-3,500
353
$1.4M 0.02%
61,163
-32,919
354
$1.4M 0.02%
+53,925
355
$1.4M 0.02%
+13,612
356
$1.39M 0.02%
32,429
-3,900
357
$1.39M 0.01%
511,274
+27,000
358
$1.37M 0.01%
136,001
+135,000
359
$1.36M 0.01%
7,000
-5,000
360
$1.36M 0.01%
24,000
-4,000
361
$1.36M 0.01%
271,867
+31,565
362
$1.36M 0.01%
137,846
+47,879
363
$1.35M 0.01%
+136,982
364
$1.34M 0.01%
137,056
-2,095
365
$1.34M 0.01%
133,601
-1,002
366
$1.34M 0.01%
133,427
+19,410
367
$1.34M 0.01%
+135,249
368
$1.34M 0.01%
258,951
369
$1.33M 0.01%
+87,000
370
$1.33M 0.01%
+31,909
371
$1.32M 0.01%
+50,000
372
$1.32M 0.01%
132,832
-30,812
373
$1.31M 0.01%
54,505
374
$1.31M 0.01%
130,933
375
$1.3M 0.01%
1,498
+47
13 14
15
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