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
801
$223K ﹤0.01%
22,832
802
$223K ﹤0.01%
22,365
-5,433
803
$221K ﹤0.01%
2,453
+64
804
$221K ﹤0.01%
19,437
-20,500
805
$220K ﹤0.01%
43,968
+30,981
806
$220K ﹤0.01%
+21,988
807
$218K ﹤0.01%
12,627
808
$218K ﹤0.01%
22,648
-12,814
809
$216K ﹤0.01%
41,744
+15,998
810
$215K ﹤0.01%
7,059
811
$215K ﹤0.01%
21,501
+20,506
812
$215K ﹤0.01%
21,120
+505
813
$214K ﹤0.01%
21,281
+6,069
814
$213K ﹤0.01%
21,565
+652
815
$212K ﹤0.01%
21,104
-107,151
816
$211K ﹤0.01%
+21,275
817
$210K ﹤0.01%
2,754
-13,679
818
$209K ﹤0.01%
53,873
-80,071
819
$206K ﹤0.01%
25,535
+428
820
$206K ﹤0.01%
174
-88
821
$206K ﹤0.01%
10,845
-33,724
822
$205K ﹤0.01%
3,743
823
$205K ﹤0.01%
+20,652
824
$204K ﹤0.01%
+20,198
825
$204K ﹤0.01%
+20,652
31 32
33
34 35