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
76
$5.08M 0.05%
500,000
-85,738
77
$5.08M 0.05%
499,893
-16,887
78
$5.07M 0.05%
500,629
-70,359
79
$5.06M 0.05%
150,325
+69,686
80
$5.01M 0.05%
154,040
+139,672
81
$4.95M 0.05%
498,060
-193
82
$4.95M 0.05%
491,729
-15,125
83
$4.94M 0.05%
+494,100
84
$4.91M 0.05%
480,428
-57,759
85
$4.86M 0.05%
85,000
+75,000
86
$4.85M 0.05%
19,363
-81
87
$4.82M 0.05%
483,927
+210,674
88
$4.81M 0.05%
60,897
+59,708
89
$4.78M 0.05%
95,442
-59,279
90
$4.78M 0.05%
472,030
91
$4.72M 0.05%
462,437
-18,441
92
$4.7M 0.05%
17,080
-10,723
93
$4.69M 0.05%
39
+2
94
$4.63M 0.05%
71,799
-39,544
95
$4.52M 0.05%
224
+22
96
$4.51M 0.05%
439,525
+2,972
97
$4.48M 0.05%
448,054
-1,533
98
$4.48M 0.05%
161,543
+64,000
99
$4.47M 0.05%
445,218
+32,113
100
$4.45M 0.05%
439,109
-12,446
2 3
4
5 6