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
826
$203K ﹤0.01%
20,439
827
$201K ﹤0.01%
20,484
+4,058
828
$199K ﹤0.01%
+19,930
829
$198K ﹤0.01%
200,726
-4,000
830
$197K ﹤0.01%
+19,887
831
$196K ﹤0.01%
20,078
-64,374
832
$196K ﹤0.01%
19,526
833
$194K ﹤0.01%
13,392
-9,460
834
$193K ﹤0.01%
+17,531
835
$190K ﹤0.01%
30,745
+10,233
836
$189K ﹤0.01%
+55,142
837
$188K ﹤0.01%
4,000
838
$188K ﹤0.01%
18,701
+7,900
839
$187K ﹤0.01%
18,900
+1,621
840
$186K ﹤0.01%
17,145
-92,509
841
$186K ﹤0.01%
14,011
-202,734
842
$186K ﹤0.01%
8,880
+7,454
843
$185K ﹤0.01%
30,380
-476
844
$184K ﹤0.01%
373
-72
845
$184K ﹤0.01%
18,668
-1,000
846
$184K ﹤0.01%
18,664
+11,119
847
$180K ﹤0.01%
18,370
+97
848
$179K ﹤0.01%
+11,841
849
$178K ﹤0.01%
17,648
+9,300
850
$178K ﹤0.01%
18,189
+2,302
32 33
34
35 36