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
26
$9.56M 0.1%
940,648
+703,482
27
$9.38M 0.1%
37,980
-3,396
28
$9.26M 0.1%
99,504
+69,201
29
$9.18M 0.1%
30,536
-1,390
30
$8.76M 0.09%
84,767
-60,038
31
$8.59M 0.09%
324,175
-11,285
32
$8.57M 0.09%
216,235
+3,447
33
$8.55M 0.09%
845,626
-4,992
34
$8.31M 0.09%
165,000
+140,000
35
$8.28M 0.09%
207,081
+105,124
36
$8.19M 0.09%
829,362
+244,362
37
$8.18M 0.09%
72,399
+58,825
38
$8.18M 0.09%
831,857
+503,057
39
$8.04M 0.09%
824,193
-65,000
40
$7.92M 0.09%
+90,705
41
$7.78M 0.08%
775,592
+3,091
42
$7.76M 0.08%
771,011
+17,837
43
$7.61M 0.08%
746,566
-1,220
44
$7.38M 0.08%
41,561
+15,567
45
$7.15M 0.08%
+14,159
46
$7.13M 0.08%
56,455
+38,470
47
$7.06M 0.08%
175,000
+75,000
48
$6.89M 0.07%
682,474
-1,060
49
$6.85M 0.07%
689,411
+15,572
50
$6.81M 0.07%
27,220
-1,105
1
2
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