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
926
$131K ﹤0.01%
13,249
-2,000
927
$131K ﹤0.01%
24,001
+20,798
928
$130K ﹤0.01%
1,180
-8,239
929
$128K ﹤0.01%
12,435
-5,178
930
$128K ﹤0.01%
+16,260
931
$127K ﹤0.01%
12,793
-4,700
932
$126K ﹤0.01%
7,126
+6,801
933
$125K ﹤0.01%
1,700
934
$124K ﹤0.01%
8,870
935
$124K ﹤0.01%
+58,706
936
$124K ﹤0.01%
11,076
-760
937
$123K ﹤0.01%
12,227
+1,100
938
$123K ﹤0.01%
12,447
939
$122K ﹤0.01%
136,157
-5,332
940
$122K ﹤0.01%
13,780
+9,060
941
$122K ﹤0.01%
+12,292
942
$121K ﹤0.01%
+2,902
943
$121K ﹤0.01%
9,005
-2,181
944
$121K ﹤0.01%
12,000
-1,000
945
$120K ﹤0.01%
+12,000
946
$119K ﹤0.01%
+23,984
947
$119K ﹤0.01%
157,528
-82
948
$119K ﹤0.01%
12,161
949
$118K ﹤0.01%
91,388
+2,822
950
$118K ﹤0.01%
11,984
+1,570
36 37
38
39 40