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
1076
$65K ﹤0.01%
6,475
-3,118
1077
$65K ﹤0.01%
6,672
+1,252
1078
$65K ﹤0.01%
+6,610
1079
$65K ﹤0.01%
6,518
-1,610
1080
$64K ﹤0.01%
299
1081
$64K ﹤0.01%
6,538
-771
1082
$63K ﹤0.01%
+7,140
1083
$63K ﹤0.01%
6,453
+200
1084
$63K ﹤0.01%
+9,613
1085
$63K ﹤0.01%
6,446
1086
$62K ﹤0.01%
+194,557
1087
$62K ﹤0.01%
+6,391
1088
$62K ﹤0.01%
6,303
1089
$62K ﹤0.01%
6,267
+150
1090
$62K ﹤0.01%
6,358
-155,024
1091
$61K ﹤0.01%
1,398
1092
$61K ﹤0.01%
4,573
-9,248
1093
$60K ﹤0.01%
+5,489
1094
$60K ﹤0.01%
609,073
1095
$60K ﹤0.01%
6,106
1096
$60K ﹤0.01%
6,119
-1,801
1097
$59K ﹤0.01%
396,072
-9,726
1098
$59K ﹤0.01%
5,867
-2,500
1099
$59K ﹤0.01%
269,154
-259,050
1100
$59K ﹤0.01%
6,000
42 43
44
45 46