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
1276
$27K ﹤0.01%
129,474
-1,828
1277
$27K ﹤0.01%
2,793
1278
$27K ﹤0.01%
392,292
1279
$27K ﹤0.01%
2,758
-42
1280
$27K ﹤0.01%
2,822
1281
$27K ﹤0.01%
230,757
-1,300
1282
$27K ﹤0.01%
2,696
+360
1283
$27K ﹤0.01%
2,699
-5
1284
$26K ﹤0.01%
+2,850
1285
$26K ﹤0.01%
294,918
1286
$26K ﹤0.01%
358,444
1287
$26K ﹤0.01%
2,702
1288
$26K ﹤0.01%
2,632
-3,977
1289
$26K ﹤0.01%
+4,671
1290
$25K ﹤0.01%
5,090
-2,045
1291
$25K ﹤0.01%
1,944
-16,651
1292
$25K ﹤0.01%
+258,759
1293
$25K ﹤0.01%
18,378
-6,011
1294
$25K ﹤0.01%
2,535
-3,500
1295
$25K ﹤0.01%
287,481
1296
$25K ﹤0.01%
255,375
1297
$25K ﹤0.01%
2,605
1298
$25K ﹤0.01%
2,608
1299
$25K ﹤0.01%
2,613
-1,804
1300
$25K ﹤0.01%
14,220
+13,497
50 51
52
53 54