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
701
$404K ﹤0.01%
38,065
-382
702
$404K ﹤0.01%
+40,270
703
$398K ﹤0.01%
34,206
+28,643
704
$398K ﹤0.01%
38,659
-28,322
705
$398K ﹤0.01%
+2,569
706
$398K ﹤0.01%
20,891
707
$398K ﹤0.01%
+40,000
708
$395K ﹤0.01%
86,276
+43,015
709
$393K ﹤0.01%
10,726
-28,715
710
$390K ﹤0.01%
34,351
+6,084
711
$388K ﹤0.01%
21,463
712
$387K ﹤0.01%
38,540
-289,670
713
$386K ﹤0.01%
+39,304
714
$383K ﹤0.01%
18,075
+3,154
715
$380K ﹤0.01%
56,521
+26,040
716
$378K ﹤0.01%
+38,530
717
$376K ﹤0.01%
30,830
+2,617
718
$375K ﹤0.01%
76
-98
719
$374K ﹤0.01%
23,100
-6
720
$373K ﹤0.01%
38,075
+833
721
$371K ﹤0.01%
+44,470
722
$371K ﹤0.01%
10,800
723
$369K ﹤0.01%
11,744
724
$363K ﹤0.01%
37,033
-4,204
725
$362K ﹤0.01%
36,979
-2,200
27 28
29
30 31