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
101
$4.41M 0.05%
+72,192
102
$4.39M 0.05%
444,790
+3,647
103
$4.35M 0.05%
433,794
+25,621
104
$4.3M 0.05%
430,482
+430,481
105
$4.3M 0.05%
424,261
-6,678
106
$4.29M 0.05%
26,234
+19,333
107
$4.24M 0.05%
420,674
-57,514
108
$4.22M 0.05%
422,632
-93,826
109
$4.2M 0.05%
4,113
+43
110
$4.18M 0.05%
411,899
-364,623
111
$4.17M 0.05%
408,313
-21,141
112
$4.13M 0.04%
415,163
+4,123
113
$4.11M 0.04%
93,475
114
$4.11M 0.04%
301,666
-46,471
115
$4.08M 0.04%
53,690
+33,512
116
$4.06M 0.04%
401,239
-1,069
117
$4.02M 0.04%
408,539
-34,460
118
$4.01M 0.04%
403,593
+374,793
119
$3.98M 0.04%
3,390
+53
120
$3.98M 0.04%
395,715
+11,743
121
$3.96M 0.04%
401,000
+249,795
122
$3.94M 0.04%
387,145
-5,698
123
$3.9M 0.04%
+390,000
124
$3.82M 0.04%
+23,378
125
$3.8M 0.04%
+334,341
3 4
5
6 7