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
876
$161K ﹤0.01%
16,310
-200
877
$161K ﹤0.01%
15,998
+889
878
$160K ﹤0.01%
17,574
+17,341
879
$159K ﹤0.01%
16,161
880
$157K ﹤0.01%
16,025
+15,700
881
$156K ﹤0.01%
+17,617
882
$154K ﹤0.01%
15,735
-1,200
883
$153K ﹤0.01%
24,475
+1,700
884
$153K ﹤0.01%
15,443
-4,000
885
$152K ﹤0.01%
15,305
-1,500
886
$152K ﹤0.01%
15,098
887
$152K ﹤0.01%
15,461
888
$151K ﹤0.01%
6,101
889
$151K ﹤0.01%
1,483
-1,143
890
$151K ﹤0.01%
8,652
891
$150K ﹤0.01%
14,893
-2,514
892
$149K ﹤0.01%
15,088
-9,261
893
$149K ﹤0.01%
15,194
-4,961
894
$148K ﹤0.01%
4,669
+632
895
$148K ﹤0.01%
14,664
-11,262
896
$147K ﹤0.01%
7,000
-1,900
897
$146K ﹤0.01%
1,625
-12,202
898
$146K ﹤0.01%
+46,430
899
$146K ﹤0.01%
+14,810
900
$146K ﹤0.01%
14,662
-4,100
34 35
36
37 38