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
1251
$30K ﹤0.01%
2,978
-980
1252
$30K ﹤0.01%
68,146
-3,409
1253
$30K ﹤0.01%
2,978
-1,601
1254
$30K ﹤0.01%
2,999
-1
1255
$30K ﹤0.01%
+2,232
1256
$30K ﹤0.01%
340,978
1257
$30K ﹤0.01%
307,300
1258
$30K ﹤0.01%
255,726
1259
$29K ﹤0.01%
4,767
-6,247
1260
$29K ﹤0.01%
2,726
1261
$29K ﹤0.01%
400
1262
$29K ﹤0.01%
366,668
1263
$29K ﹤0.01%
156,902
1264
$29K ﹤0.01%
3,001
1265
$29K ﹤0.01%
484,072
1266
$28K ﹤0.01%
5,256
1267
$28K ﹤0.01%
411,904
1268
$28K ﹤0.01%
2,895
+2,650
1269
$28K ﹤0.01%
2,911
1270
$27K ﹤0.01%
+4,024
1271
$27K ﹤0.01%
502,600
1272
$27K ﹤0.01%
182,884
1273
$27K ﹤0.01%
102,721
+34,543
1274
$27K ﹤0.01%
2,707
-4,500
1275
$27K ﹤0.01%
2,733
-265
49 50
51
52 53