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
651
$463K 0.01%
47,141
+44,499
652
$461K 0.01%
1,581
+768
653
$458K ﹤0.01%
+47,491
654
$458K ﹤0.01%
+46,506
655
$457K ﹤0.01%
+45,304
656
$456K ﹤0.01%
5,139
+1,250
657
$452K ﹤0.01%
4,782
-9,971
658
$451K ﹤0.01%
5,890
-482
659
$451K ﹤0.01%
13,869
+1,911
660
$450K ﹤0.01%
+42,082
661
$450K ﹤0.01%
13,934
-2,811
662
$450K ﹤0.01%
45,214
+1,516
663
$449K ﹤0.01%
4,000
-12,000
664
$448K ﹤0.01%
92,699
-2,444
665
$448K ﹤0.01%
27,276
-12,495
666
$447K ﹤0.01%
+40,267
667
$447K ﹤0.01%
45,433
+29,045
668
$446K ﹤0.01%
+50,000
669
$445K ﹤0.01%
3,000
-1,500
670
$445K ﹤0.01%
2,000
671
$442K ﹤0.01%
+35,205
672
$442K ﹤0.01%
36,545
+3,200
673
$441K ﹤0.01%
+20,000
674
$440K ﹤0.01%
4,155
+61
675
$439K ﹤0.01%
5,978
+1,540
25 26
27
28 29