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
526
$721K 0.01%
38,462
-127,403
527
$721K 0.01%
+7,500
528
$718K 0.01%
73,824
+69,091
529
$716K 0.01%
119,682
+90,764
530
$714K 0.01%
11,369
531
$713K 0.01%
22,400
532
$713K 0.01%
57,026
-21,529
533
$712K 0.01%
72,651
+58,669
534
$707K 0.01%
57,429
535
$706K 0.01%
83,015
-28,569
536
$705K 0.01%
+7,481
537
$704K 0.01%
158,926
+19,802
538
$704K 0.01%
205,267
+170,107
539
$703K 0.01%
10,793
-3,797
540
$698K 0.01%
71,082
+9,880
541
$696K 0.01%
527,634
+94,089
542
$696K 0.01%
+70,000
543
$695K 0.01%
12,489
+4,100
544
$695K 0.01%
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545
$692K 0.01%
25,282
546
$691K 0.01%
187,918
+32,764
547
$690K 0.01%
+35,000
548
$686K 0.01%
+69,720
549
$681K 0.01%
10,847
-4,044
550
$680K 0.01%
68,361
-2,539
20 21
22
23 24