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
576
$644K 0.01%
65,654
+61,354
577
$637K 0.01%
64,845
-18,243
578
$634K 0.01%
6,250
579
$629K 0.01%
+21,422
580
$628K 0.01%
18,812
-400
581
$627K 0.01%
63,862
+866
582
$625K 0.01%
62,660
-10,065
583
$623K 0.01%
+15,900
584
$622K 0.01%
37,257
-19,286
585
$618K 0.01%
+20,000
586
$613K 0.01%
285,184
+110,735
587
$612K 0.01%
+83,335
588
$611K 0.01%
2,203
589
$611K 0.01%
53,417
-85,706
590
$611K 0.01%
61,983
+1,713
591
$605K 0.01%
64,208
+44,400
592
$604K 0.01%
59,998
+58,317
593
$600K 0.01%
12,400
-2,205
594
$598K 0.01%
+60,000
595
$597K 0.01%
60,728
+8,973
596
$593K 0.01%
+58,722
597
$589K 0.01%
59,827
+6,310
598
$588K 0.01%
90,460
-118,602
599
$583K 0.01%
61,179
+42,458
600
$582K 0.01%
58,306
-75
22 23
24
25 26