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
751
$306K ﹤0.01%
3,298
+25
752
$304K ﹤0.01%
23,404
+22,704
753
$304K ﹤0.01%
9,697
754
$302K ﹤0.01%
10,021
-5,000
755
$302K ﹤0.01%
30,540
+6,182
756
$300K ﹤0.01%
16,300
-32,634
757
$298K ﹤0.01%
42,963
758
$296K ﹤0.01%
+30,634
759
$295K ﹤0.01%
15,378
+11,004
760
$294K ﹤0.01%
29,874
761
$293K ﹤0.01%
37,025
-4,551
762
$291K ﹤0.01%
9,033
-444
763
$290K ﹤0.01%
28,803
764
$289K ﹤0.01%
+29,655
765
$286K ﹤0.01%
3,820
-1,445
766
$278K ﹤0.01%
25,657
+12,240
767
$277K ﹤0.01%
122
-49
768
$274K ﹤0.01%
28,049
+13,060
769
$273K ﹤0.01%
+3,500
770
$273K ﹤0.01%
121,768
+40,000
771
$272K ﹤0.01%
+29,076
772
$272K ﹤0.01%
10,985
-19,234
773
$271K ﹤0.01%
4,265
774
$268K ﹤0.01%
7,429
-39,884
775
$267K ﹤0.01%
+27,259
29 30
31
32 33