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
676
$438K ﹤0.01%
75,053
-43,929
677
$437K ﹤0.01%
19,845
678
$434K ﹤0.01%
+113,668
679
$434K ﹤0.01%
44,356
+31,157
680
$434K ﹤0.01%
+9,925
681
$433K ﹤0.01%
79,075
+353
682
$430K ﹤0.01%
+50,000
683
$429K ﹤0.01%
42,604
+19,550
684
$429K ﹤0.01%
42,986
-78,541
685
$428K ﹤0.01%
+33,496
686
$428K ﹤0.01%
11,430
687
$425K ﹤0.01%
+52,366
688
$421K ﹤0.01%
155,110
-280,580
689
$421K ﹤0.01%
42,792
-13,587
690
$418K ﹤0.01%
34,794
+12,111
691
$418K ﹤0.01%
+42,109
692
$416K ﹤0.01%
93,839
+29,442
693
$414K ﹤0.01%
15,365
+2,778
694
$414K ﹤0.01%
+8,380
695
$412K ﹤0.01%
33,032
+28,159
696
$412K ﹤0.01%
45,831
+41,257
697
$410K ﹤0.01%
5,887
+1,370
698
$407K ﹤0.01%
+4,840
699
$405K ﹤0.01%
33,550
+33,217
700
$404K ﹤0.01%
+36,294
26 27
28
29 30