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
1201
$38K ﹤0.01%
3,897
+3,847
1202
$38K ﹤0.01%
3,894
1203
$38K ﹤0.01%
3,882
1204
$37K ﹤0.01%
1,022
1205
$37K ﹤0.01%
380
+346
1206
$37K ﹤0.01%
3,860
+1,000
1207
$37K ﹤0.01%
3,720
1208
$37K ﹤0.01%
240,439
1209
$36K ﹤0.01%
188,964
1210
$36K ﹤0.01%
3,576
-1,083
1211
$35K ﹤0.01%
+3,370
1212
$35K ﹤0.01%
+3,518
1213
$35K ﹤0.01%
446,019
1214
$35K ﹤0.01%
3,554
1215
$35K ﹤0.01%
159,301
-24,507
1216
$35K ﹤0.01%
238,899
-20,300
1217
$35K ﹤0.01%
18,817
+666
1218
$35K ﹤0.01%
3,569
1219
$35K ﹤0.01%
3,557
-2,277
1220
$35K ﹤0.01%
3,583
+1,187
1221
$35K ﹤0.01%
3,615
-1,700
1222
$35K ﹤0.01%
3,544
1223
$34K ﹤0.01%
500
1224
$34K ﹤0.01%
3,546
1225
$34K ﹤0.01%
3,510
+2,700
47 48
49
50 51