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
376
$1.29M 0.01%
+12,500
377
$1.28M 0.01%
938,136
+190,641
378
$1.27M 0.01%
126,298
+62,276
379
$1.27M 0.01%
128,854
+122,354
380
$1.26M 0.01%
137,023
-40,651
381
$1.26M 0.01%
+59,750
382
$1.26M 0.01%
67,346
+26,093
383
$1.26M 0.01%
40,220
-47,830
384
$1.26M 0.01%
142,247
-20,166
385
$1.25M 0.01%
127,848
+16,421
386
$1.25M 0.01%
37,115
-7,153
387
$1.25M 0.01%
126,289
-49,943
388
$1.25M 0.01%
147,858
+59,376
389
$1.24M 0.01%
+126,222
390
$1.23M 0.01%
27,534
-6,002
391
$1.23M 0.01%
110,595
+8,659
392
$1.23M 0.01%
126,230
+125,918
393
$1.23M 0.01%
81,035
-23,128
394
$1.22M 0.01%
47,111
+15,322
395
$1.21M 0.01%
35,882
+4,585
396
$1.21M 0.01%
27,975
397
$1.21M 0.01%
117,925
-131,881
398
$1.21M 0.01%
+63,524
399
$1.2M 0.01%
140,167
+5,000
400
$1.2M 0.01%
167,804
+158,801
14 15
16
17 18