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
851
$176K ﹤0.01%
150
-2,578
852
$174K ﹤0.01%
17,262
-5,104
853
$174K ﹤0.01%
17,192
-4,436
854
$174K ﹤0.01%
161,881
-13,998
855
$173K ﹤0.01%
17,215
856
$172K ﹤0.01%
17,323
857
$171K ﹤0.01%
16,762
-1,085
858
$170K ﹤0.01%
99,810
+45,360
859
$170K ﹤0.01%
1,182
-599
860
$170K ﹤0.01%
16,958
+6,556
861
$170K ﹤0.01%
17,339
+1,081
862
$169K ﹤0.01%
16,519
-7,800
863
$169K ﹤0.01%
41,884
+13,785
864
$169K ﹤0.01%
17,746
+15,527
865
$168K ﹤0.01%
17,116
-4,300
866
$167K ﹤0.01%
29,516
+21,391
867
$167K ﹤0.01%
13,782
868
$167K ﹤0.01%
+40,558
869
$166K ﹤0.01%
12,000
870
$166K ﹤0.01%
16,562
871
$166K ﹤0.01%
16,775
-2,900
872
$165K ﹤0.01%
+5,617
873
$164K ﹤0.01%
16,626
-1,000
874
$163K ﹤0.01%
+16,400
875
$162K ﹤0.01%
+8,161
33 34
35
36 37