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
1001
$95K ﹤0.01%
15,738
-1,400
1002
$94K ﹤0.01%
9,621
1003
$94K ﹤0.01%
9,500
-6,261
1004
$93K ﹤0.01%
+3,415
1005
$93K ﹤0.01%
+9,074
1006
$93K ﹤0.01%
3,594
-52,137
1007
$93K ﹤0.01%
1,250
+200
1008
$92K ﹤0.01%
9,193
1009
$91K ﹤0.01%
1,169
1010
$91K ﹤0.01%
9,176
+900
1011
$91K ﹤0.01%
9,193
-201
1012
$90K ﹤0.01%
134,779
+61,576
1013
$90K ﹤0.01%
8,921
-7,408
1014
$89K ﹤0.01%
514
-53
1015
$89K ﹤0.01%
8,817
-5,716
1016
$88K ﹤0.01%
518,452
1017
$87K ﹤0.01%
+8,835
1018
$87K ﹤0.01%
8,640
1019
$86K ﹤0.01%
8,710
1020
$84K ﹤0.01%
+7,684
1021
$84K ﹤0.01%
8,602
+8,301
1022
$84K ﹤0.01%
8,576
-2,259
1023
$83K ﹤0.01%
2,080
-1,262
1024
$83K ﹤0.01%
8,391
-45,163
1025
$82K ﹤0.01%
8,314
39 40
41
42 43