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
401
$1.19M 0.01%
8,500
-1,500
402
$1.19M 0.01%
192,452
+28,097
403
$1.19M 0.01%
33,966
+13,130
404
$1.19M 0.01%
88,902
-17,553
405
$1.19M 0.01%
6,058
+2,438
406
$1.19M 0.01%
63,868
+35,972
407
$1.19M 0.01%
103,710
-8,563
408
$1.19M 0.01%
120,967
+86,328
409
$1.18M 0.01%
+65,038
410
$1.18M 0.01%
39,434
-14,683
411
$1.16M 0.01%
5,188
+2,184
412
$1.13M 0.01%
113,607
-74,190
413
$1.13M 0.01%
114,918
+20,000
414
$1.13M 0.01%
66,050
+31,000
415
$1.12M 0.01%
110,795
-15,809
416
$1.12M 0.01%
+115,000
417
$1.1M 0.01%
110,024
+11,302
418
$1.09M 0.01%
33,741
+18,751
419
$1.08M 0.01%
109,153
-66
420
$1.07M 0.01%
+2,274
421
$1.07M 0.01%
29,688
+4,598
422
$1.07M 0.01%
155,458
423
$1.06M 0.01%
86,772
+40,000
424
$1.06M 0.01%
129,217
425
$1.06M 0.01%
107,975
+4,975
15 16
17
18 19