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
551
$678K 0.01%
61,991
-3,333
552
$677K 0.01%
100,371
+40,476
553
$676K 0.01%
67,749
+65,947
554
$675K 0.01%
45,644
+10,000
555
$674K 0.01%
66,385
-13,102
556
$673K 0.01%
16,626
-20,983
557
$673K 0.01%
65,191
+4,873
558
$673K 0.01%
+68,591
559
$668K 0.01%
+50,147
560
$667K 0.01%
2,000
-2,000
561
$667K 0.01%
+66,458
562
$666K 0.01%
+67,843
563
$663K 0.01%
14,575
564
$662K 0.01%
72,745
+20,290
565
$661K 0.01%
+52,723
566
$658K 0.01%
209,108
-136,733
567
$658K 0.01%
+16,385
568
$655K 0.01%
+23,994
569
$655K 0.01%
+24,000
570
$655K 0.01%
65,532
+1,500
571
$654K 0.01%
15,701
+6,784
572
$653K 0.01%
36,779
+14,675
573
$650K 0.01%
63,866
-27,667
574
$647K 0.01%
76,596
-70,489
575
$644K 0.01%
+2,000
21 22
23
24 25