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
776
$265K ﹤0.01%
+26,598
777
$265K ﹤0.01%
84,412
+24,000
778
$263K ﹤0.01%
13,311
779
$263K ﹤0.01%
728
-103
780
$262K ﹤0.01%
+27,505
781
$262K ﹤0.01%
+924
782
$262K ﹤0.01%
26,647
+17,647
783
$261K ﹤0.01%
20,546
+16,166
784
$258K ﹤0.01%
25,735
+8,575
785
$251K ﹤0.01%
+25,365
786
$242K ﹤0.01%
24,248
-12,733
787
$240K ﹤0.01%
46,964
+44,764
788
$235K ﹤0.01%
21,426
-14,831
789
$234K ﹤0.01%
29,197
-3,475
790
$234K ﹤0.01%
+34,355
791
$229K ﹤0.01%
12,399
-16,384
792
$228K ﹤0.01%
1,387,914
-29,142
793
$227K ﹤0.01%
23,831
+13,739
794
$227K ﹤0.01%
22,907
-2,107
795
$226K ﹤0.01%
+35,837
796
$226K ﹤0.01%
23,019
+1,400
797
$225K ﹤0.01%
19,502
-7,543
798
$225K ﹤0.01%
11,126
-21,685
799
$225K ﹤0.01%
28,533
-9,171
800
$223K ﹤0.01%
10,600
30 31
32
33 34