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
451
$970K 0.01%
+292,243
452
$968K 0.01%
97,368
-8,978
453
$966K 0.01%
98,148
-5,020
454
$962K 0.01%
49,631
-19,666
455
$957K 0.01%
41,359
+4,836
456
$956K 0.01%
95,623
-5,912
457
$955K 0.01%
8,354
-213
458
$954K 0.01%
95,203
+19,659
459
$952K 0.01%
34,628
460
$950K 0.01%
+91,858
461
$947K 0.01%
96,202
+6,459
462
$946K 0.01%
276,724
+74,000
463
$945K 0.01%
+7,000
464
$944K 0.01%
+104,176
465
$937K 0.01%
+94,300
466
$936K 0.01%
92,493
+18,116
467
$926K 0.01%
41,951
-22,000
468
$918K 0.01%
5,500
-2,500
469
$914K 0.01%
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470
$913K 0.01%
58,091
-1,616
471
$906K 0.01%
89,500
-3,731
472
$900K 0.01%
96,697
+88,776
473
$896K 0.01%
32,315
474
$892K 0.01%
38,374
-21,904
475
$891K 0.01%
7,000
-5,000
17 18
19
20 21