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
976
$106K ﹤0.01%
+10,768
977
$106K ﹤0.01%
10,376
-1
978
$105K ﹤0.01%
10,735
979
$105K ﹤0.01%
10,679
-500
980
$104K ﹤0.01%
+10,777
981
$104K ﹤0.01%
199
-32
982
$104K ﹤0.01%
10,685
983
$104K ﹤0.01%
10,648
+400
984
$104K ﹤0.01%
10,000
985
$104K ﹤0.01%
10,600
986
$103K ﹤0.01%
+10,812
987
$103K ﹤0.01%
10,240
-1,034,699
988
$102K ﹤0.01%
+10,349
989
$101K ﹤0.01%
+6,543
990
$100K ﹤0.01%
351,907
+398
991
$99K ﹤0.01%
9,901
+1,428
992
$99K ﹤0.01%
+10,000
993
$99K ﹤0.01%
+10,000
994
$98K ﹤0.01%
9,984
-4,797
995
$98K ﹤0.01%
9,898
-6,797
996
$98K ﹤0.01%
+8,771
997
$97K ﹤0.01%
9,700
998
$97K ﹤0.01%
+10,500
999
$96K ﹤0.01%
+805
1000
$96K ﹤0.01%
263,817
-22,811
38 39
40
41 42