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
901
$145K ﹤0.01%
14,665
+4,709
902
$145K ﹤0.01%
+12,955
903
$145K ﹤0.01%
+49,142
904
$142K ﹤0.01%
27,356
+4,525
905
$142K ﹤0.01%
14,304
906
$141K ﹤0.01%
11,328
+4,676
907
$141K ﹤0.01%
+14,451
908
$141K ﹤0.01%
39,293
-7,580
909
$141K ﹤0.01%
2,473
-2,323
910
$141K ﹤0.01%
13,990
+1
911
$141K ﹤0.01%
13,594
-700
912
$140K ﹤0.01%
61,159
+9,693
913
$139K ﹤0.01%
+18,362
914
$139K ﹤0.01%
14,413
+13,713
915
$139K ﹤0.01%
14,033
+2,000
916
$139K ﹤0.01%
14,000
+13,901
917
$138K ﹤0.01%
13,904
918
$138K ﹤0.01%
13,730
+9,506
919
$137K ﹤0.01%
+20,204
920
$137K ﹤0.01%
13,969
+3,795
921
$137K ﹤0.01%
13,850
-948
922
$136K ﹤0.01%
+3,921
923
$136K ﹤0.01%
+31,259
924
$135K ﹤0.01%
5,410
-4,634
925
$133K ﹤0.01%
13,597
35 36
37
38 39