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
1301
$25K ﹤0.01%
469
-2,070
1302
$24K ﹤0.01%
2,596
-775
1303
$24K ﹤0.01%
2,921
-42,412
1304
$24K ﹤0.01%
624
-6,201
1305
$24K ﹤0.01%
585,000
1306
$24K ﹤0.01%
+381,272
1307
$24K ﹤0.01%
145,234
1308
$24K ﹤0.01%
2,441
-7,920
1309
$24K ﹤0.01%
2,413
1310
$24K ﹤0.01%
1,500
1311
$24K ﹤0.01%
975,556
+23,301
1312
$23K ﹤0.01%
406,318
1313
$23K ﹤0.01%
15,934
+700
1314
$23K ﹤0.01%
2,319
1315
$23K ﹤0.01%
+184,621
1316
$23K ﹤0.01%
193,978
1317
$23K ﹤0.01%
2,369
-7,631
1318
$23K ﹤0.01%
200,359
1319
$23K ﹤0.01%
2,337
+100
1320
$23K ﹤0.01%
385,910
1321
$22K ﹤0.01%
2,186
-1
1322
$22K ﹤0.01%
2,262
1323
$22K ﹤0.01%
221,894
1324
$22K ﹤0.01%
2,213
-1,094
1325
$22K ﹤0.01%
2,306
51 52
53
54 55