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
951
$117K ﹤0.01%
+2,184
952
$117K ﹤0.01%
11,963
+100
953
$117K ﹤0.01%
12,000
954
$117K ﹤0.01%
11,581
-3,400
955
$116K ﹤0.01%
205
-1,630
956
$116K ﹤0.01%
11,890
-1,830
957
$113K ﹤0.01%
+11,429
958
$113K ﹤0.01%
11,330
-652
959
$113K ﹤0.01%
+567
960
$112K ﹤0.01%
158,546
961
$112K ﹤0.01%
+16,946
962
$112K ﹤0.01%
11,195
-2,320
963
$112K ﹤0.01%
11,497
-103
964
$111K ﹤0.01%
13,781
-9,530
965
$111K ﹤0.01%
+11,377
966
$111K ﹤0.01%
10,789
-7,787
967
$110K ﹤0.01%
11,126
+427
968
$110K ﹤0.01%
11,156
969
$109K ﹤0.01%
10,902
-2,058
970
$109K ﹤0.01%
11,121
971
$108K ﹤0.01%
16,564
-26,284
972
$108K ﹤0.01%
+14,086
973
$107K ﹤0.01%
10,570
-855
974
$107K ﹤0.01%
530,917
975
$106K ﹤0.01%
10,523
37 38
39
40 41