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
1051
$72K ﹤0.01%
7,231
+2,377
1052
$72K ﹤0.01%
7,309
+2,000
1053
$72K ﹤0.01%
7,267
1054
$72K ﹤0.01%
+7,664
1055
$72K ﹤0.01%
7,251
+1
1056
$71K ﹤0.01%
842
-1,900
1057
$71K ﹤0.01%
+14,298
1058
$71K ﹤0.01%
7,307
+990
1059
$71K ﹤0.01%
7,146
-195
1060
$70K ﹤0.01%
7,090
-1,635
1061
$69K ﹤0.01%
7,279
-6,849
1062
$69K ﹤0.01%
121,774
+3,872
1063
$68K ﹤0.01%
+6,850
1064
$68K ﹤0.01%
10,302
-2,539
1065
$68K ﹤0.01%
+6,800
1066
$68K ﹤0.01%
92,339
+27,010
1067
$67K ﹤0.01%
6,659
-1,200
1068
$67K ﹤0.01%
6,890
1069
$67K ﹤0.01%
6,855
-5,400
1070
$67K ﹤0.01%
36,918
+4,835
1071
$67K ﹤0.01%
6,809
-1,655
1072
$66K ﹤0.01%
+6,351
1073
$66K ﹤0.01%
6,241
1074
$65K ﹤0.01%
+6,337
1075
$65K ﹤0.01%
+5,125
41 42
43
44 45