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
51
$6.76M 0.07%
64,686
-13,557
52
$6.75M 0.07%
867,816
+469,202
53
$6.65M 0.07%
+671,391
54
$6.51M 0.07%
+78,391
55
$6.12M 0.07%
605,356
-145,755
56
$5.92M 0.06%
842,768
+767,768
57
$5.88M 0.06%
597,363
+451,698
58
$5.77M 0.06%
580,199
+510,199
59
$5.77M 0.06%
43,565
-17,500
60
$5.7M 0.06%
577,737
+135,916
61
$5.63M 0.06%
614,545
+96,014
62
$5.62M 0.06%
554,332
-2,661
63
$5.6M 0.06%
558,264
+19,197
64
$5.57M 0.06%
552,485
+68,228
65
$5.57M 0.06%
557,155
-5,327
66
$5.48M 0.06%
556,396
+379,946
67
$5.46M 0.06%
544,250
-276
68
$5.39M 0.06%
536,467
+4,882
69
$5.39M 0.06%
546,940
+114,279
70
$5.35M 0.06%
532,329
+199,701
71
$5.33M 0.06%
37,139
-19,148
72
$5.26M 0.06%
532,910
-7,400
73
$5.25M 0.06%
409,555
-7,703
74
$5.21M 0.06%
521,072
-6,000
75
$5.1M 0.06%
+45,000
1 2
3
4 5