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
726
$362K ﹤0.01%
+25,990
727
$359K ﹤0.01%
+17,909
728
$353K ﹤0.01%
+33,580
729
$352K ﹤0.01%
14,109
730
$349K ﹤0.01%
35,980
+34,881
731
$347K ﹤0.01%
24,370
+6,585
732
$346K ﹤0.01%
+62,665
733
$341K ﹤0.01%
+34,606
734
$335K ﹤0.01%
54,325
+47,710
735
$335K ﹤0.01%
36,737
+20,377
736
$332K ﹤0.01%
30,577
+22,277
737
$331K ﹤0.01%
4,799
738
$330K ﹤0.01%
+33,292
739
$329K ﹤0.01%
5,094
-564
740
$329K ﹤0.01%
+33,532
741
$327K ﹤0.01%
+43,611
742
$327K ﹤0.01%
6,342
743
$319K ﹤0.01%
+28,324
744
$318K ﹤0.01%
+23,538
745
$318K ﹤0.01%
42,228
+1,348
746
$317K ﹤0.01%
18,104
-1,176
747
$317K ﹤0.01%
40,199
+39,388
748
$314K ﹤0.01%
27,259
+25,519
749
$313K ﹤0.01%
+31,000
750
$308K ﹤0.01%
88,255
28 29
30
31 32