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
426
$1.06M 0.01%
108,999
+107,999
427
$1.06M 0.01%
+46,708
428
$1.05M 0.01%
7,755
+7,048
429
$1.05M 0.01%
77,766
-17,172
430
$1.05M 0.01%
96,171
+87,968
431
$1.04M 0.01%
+7,000
432
$1.03M 0.01%
24,371
+6,289
433
$1.03M 0.01%
104,384
-1,501
434
$1.02M 0.01%
100,000
-481,684
435
$1.02M 0.01%
45,010
-84,586
436
$1.01M 0.01%
65,816
+7,212
437
$1.01M 0.01%
102,084
+8,423
438
$1.01M 0.01%
107,799
-131,506
439
$1.01M 0.01%
9,688
440
$1M 0.01%
100,741
-45,559
441
$997K 0.01%
36,289
-9,538
442
$996K 0.01%
26,854
443
$988K 0.01%
99,305
-6,494
444
$984K 0.01%
+198,942
445
$984K 0.01%
+16,911
446
$982K 0.01%
86,432
+8,525
447
$981K 0.01%
131,259
-77,163
448
$977K 0.01%
237,341
+157,280
449
$974K 0.01%
98,938
-220,610
450
$973K 0.01%
145,245
-2,624
16 17
18
19 20