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
476
$889K 0.01%
70,504
-9,933
477
$883K 0.01%
89,169
+1,506
478
$883K 0.01%
147,030
+6,896
479
$877K 0.01%
89,137
-3,364
480
$875K 0.01%
87,374
-3,000
481
$870K 0.01%
+88,518
482
$868K 0.01%
74,550
+68,686
483
$865K 0.01%
87,999
+11,853
484
$865K 0.01%
88,529
-1,068
485
$865K 0.01%
87,919
+17,320
486
$859K 0.01%
36,820
-11,432
487
$858K 0.01%
229,543
+73,216
488
$856K 0.01%
525,442
489
$856K 0.01%
87,346
+66,150
490
$852K 0.01%
85,074
-15,326
491
$852K 0.01%
+86,240
492
$850K 0.01%
403,015
-361,979
493
$850K 0.01%
86,372
-27,832
494
$843K 0.01%
71,766
+9,997
495
$834K 0.01%
122,155
496
$820K 0.01%
111,981
+85,408
497
$808K 0.01%
38,874
-2,000
498
$806K 0.01%
81,193
-6,881
499
$800K 0.01%
+80,000
500
$799K 0.01%
24,400
+23,800
18 19
20
21 22