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
501
$798K 0.01%
79,304
-4,232
502
$795K 0.01%
+25,216
503
$795K 0.01%
80,592
+9,312
504
$793K 0.01%
91,279
-1,067
505
$793K 0.01%
+3,000
506
$789K 0.01%
+80,000
507
$782K 0.01%
+14,544
508
$781K 0.01%
6,370
509
$777K 0.01%
33,241
+16,700
510
$775K 0.01%
75,005
-1,642
511
$775K 0.01%
27,382
-6,704
512
$767K 0.01%
110,430
+61,380
513
$765K 0.01%
19,101
+6,489
514
$754K 0.01%
76,402
+41,180
515
$753K 0.01%
75,849
+57,084
516
$750K 0.01%
52,202
+29,877
517
$745K 0.01%
25,590
518
$743K 0.01%
39,045
-34,382
519
$737K 0.01%
+4,000
520
$733K 0.01%
73,931
-39,686
521
$732K 0.01%
4,965
522
$728K 0.01%
16,588
-17,914
523
$726K 0.01%
64,531
+25,419
524
$725K 0.01%
72,454
+1,400
525
$725K 0.01%
72,122
-166,457
19 20
21
22 23