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
601
$578K 0.01%
77,794
+17,579
602
$578K 0.01%
57,678
-10,604
603
$576K 0.01%
56,806
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604
$574K 0.01%
14,000
-11,000
605
$563K 0.01%
53,077
-18,677
606
$563K 0.01%
794
+37
607
$557K 0.01%
25,266
+6,000
608
$556K 0.01%
+3,767
609
$556K 0.01%
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610
$555K 0.01%
31,666
-56,343
611
$555K 0.01%
3,590
612
$552K 0.01%
2,282
-633
613
$547K 0.01%
54,415
-77,105
614
$544K 0.01%
+54,512
615
$543K 0.01%
+8,500
616
$540K 0.01%
92,206
+84,847
617
$540K 0.01%
39,696
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$539K 0.01%
64,093
-562,571
619
$539K 0.01%
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620
$536K 0.01%
4,489
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621
$532K 0.01%
20,000
-55,000
622
$530K 0.01%
107,858
-40,240
623
$526K 0.01%
71,893
624
$523K 0.01%
53,260
+33,317
625
$519K 0.01%
52,782
+37,752
23 24
25
26 27