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
1151
$46K ﹤0.01%
4,526
-710
1152
$46K ﹤0.01%
4,678
-700
1153
$46K ﹤0.01%
4,629
1154
$46K ﹤0.01%
4,701
1155
$46K ﹤0.01%
+4,647
1156
$45K ﹤0.01%
102,927
-3,023
1157
$45K ﹤0.01%
17,666
-1,688
1158
$45K ﹤0.01%
4,619
1159
$45K ﹤0.01%
318,651
1160
$44K ﹤0.01%
10,241
-2,145
1161
$44K ﹤0.01%
401,544
-4,327
1162
$44K ﹤0.01%
+4,400
1163
$44K ﹤0.01%
4,400
-1,600
1164
$44K ﹤0.01%
4,381
-1
1165
$43K ﹤0.01%
+332,022
1166
$42K ﹤0.01%
10,434
+888
1167
$42K ﹤0.01%
+3,990
1168
$42K ﹤0.01%
5,314
-89,532
1169
$42K ﹤0.01%
4,304
+3,208
1170
$42K ﹤0.01%
4,285
-13,992
1171
$41K ﹤0.01%
19,880
+4,331
1172
$41K ﹤0.01%
4,157
+857
1173
$41K ﹤0.01%
725,419
1174
$41K ﹤0.01%
4,195
1175
$40K ﹤0.01%
123,794
+17,401
45 46
47
48 49