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
626
$508K 0.01%
45,077
+38,934
627
$502K 0.01%
17,920
+9,500
628
$500K 0.01%
+24,405
629
$500K 0.01%
+25,000
630
$499K 0.01%
49,460
+48,560
631
$499K 0.01%
41,586
-15,919
632
$497K 0.01%
+121,163
633
$497K 0.01%
49,697
+13,774
634
$497K 0.01%
18,925
-6,220
635
$497K 0.01%
48,455
636
$496K 0.01%
9,340
+906
637
$496K 0.01%
+50,000
638
$495K 0.01%
+41,107
639
$494K 0.01%
18,897
-232
640
$490K 0.01%
20,000
-18,000
641
$489K 0.01%
48,863
-64,513
642
$484K 0.01%
49,090
+23,064
643
$478K 0.01%
+12,330
644
$478K 0.01%
48,926
-26,232
645
$474K 0.01%
5,286
-5,707
646
$469K 0.01%
533,743
+55,800
647
$467K 0.01%
47,571
+44,378
648
$465K 0.01%
+10,890
649
$465K 0.01%
47,385
+33,208
650
$463K 0.01%
46,619
-3,469
24 25
26
27 28