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
1326
$22K ﹤0.01%
5,000
+2,499
1327
$22K ﹤0.01%
+2,248
1328
$22K ﹤0.01%
2,206
1329
$22K ﹤0.01%
+2,300
1330
$21K ﹤0.01%
5,603
1331
$21K ﹤0.01%
13,025
-5,484
1332
$21K ﹤0.01%
18,311
+2,013
1333
$21K ﹤0.01%
+142
1334
$21K ﹤0.01%
2,144
-251,314
1335
$21K ﹤0.01%
137,050
1336
$21K ﹤0.01%
302,314
1337
$21K ﹤0.01%
484
-827
1338
$21K ﹤0.01%
2,200
1339
$21K ﹤0.01%
+2,160
1340
$21K ﹤0.01%
2,128
-500
1341
$21K ﹤0.01%
140,385
1342
$21K ﹤0.01%
+2,201
1343
$21K ﹤0.01%
2,207
-801
1344
$21K ﹤0.01%
+3,382
1345
$21K ﹤0.01%
2,222
1346
$20K ﹤0.01%
9,372
-1,003
1347
$20K ﹤0.01%
2,522
-107,930
1348
$20K ﹤0.01%
205
-67
1349
$20K ﹤0.01%
131
+24
1350
$20K ﹤0.01%
+188
52 53
54
55 56