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
1101
$58K ﹤0.01%
700
1102
$58K ﹤0.01%
5,742
-458,997
1103
$58K ﹤0.01%
5,806
-1,600
1104
$57K ﹤0.01%
103,690
-14,976
1105
$57K ﹤0.01%
5,860
+500
1106
$56K ﹤0.01%
126,592
-24,219
1107
$56K ﹤0.01%
442,392
1108
$56K ﹤0.01%
5,701
-8,000
1109
$56K ﹤0.01%
305,556
+39,170
1110
$56K ﹤0.01%
5,746
1111
$56K ﹤0.01%
+5,581
1112
$56K ﹤0.01%
5,635
1113
$55K ﹤0.01%
5,427
-2,057
1114
$55K ﹤0.01%
5,505
1115
$54K ﹤0.01%
5,549
1116
$54K ﹤0.01%
5,496
1117
$54K ﹤0.01%
+3,554
1118
$54K ﹤0.01%
7,499
-3,069
1119
$53K ﹤0.01%
+4,171
1120
$53K ﹤0.01%
+5,505
1121
$53K ﹤0.01%
5,281
-6,849
1122
$53K ﹤0.01%
474,255
-600
1123
$52K ﹤0.01%
290,842
1124
$52K ﹤0.01%
5,240
1125
$52K ﹤0.01%
5,300
43 44
45
46 47