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
1226
$34K ﹤0.01%
3,474
-43,136
1227
$33K ﹤0.01%
68,938
+15,370
1228
$33K ﹤0.01%
2,790
-18,973
1229
$33K ﹤0.01%
2,498
1230
$33K ﹤0.01%
3,190
+295
1231
$33K ﹤0.01%
241,465
-100
1232
$33K ﹤0.01%
3,386
-300
1233
$33K ﹤0.01%
3,340
-200
1234
$32K ﹤0.01%
2,842
+597
1235
$32K ﹤0.01%
51
+32
1236
$32K ﹤0.01%
234,000
1237
$32K ﹤0.01%
3,200
1238
$32K ﹤0.01%
3,257
1239
$31K ﹤0.01%
9,670
-1,000
1240
$31K ﹤0.01%
2,771
-59,452
1241
$31K ﹤0.01%
6,433
-892
1242
$31K ﹤0.01%
1,192
1243
$31K ﹤0.01%
266,420
1244
$31K ﹤0.01%
139,920
-7,977
1245
$31K ﹤0.01%
3,161
-85
1246
$31K ﹤0.01%
3,128
-6,074
1247
$30K ﹤0.01%
+3,793
1248
$30K ﹤0.01%
2,085
-40
1249
$30K ﹤0.01%
+3,724
1250
$30K ﹤0.01%
1,438
48 49
50
51 52