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
1351
$20K ﹤0.01%
293,246
1352
$20K ﹤0.01%
+2,000
1353
$20K ﹤0.01%
2,052
1354
$20K ﹤0.01%
2,064
+863
1355
$20K ﹤0.01%
2,002
-2,300
1356
$19K ﹤0.01%
12,309
+946
1357
$19K ﹤0.01%
+1,974
1358
$19K ﹤0.01%
280,836
1359
$19K ﹤0.01%
1,969
1360
$19K ﹤0.01%
197,727
1361
$19K ﹤0.01%
1,914
-91
1362
$19K ﹤0.01%
1,956
1363
$19K ﹤0.01%
+1,900
1364
$19K ﹤0.01%
+1,989
1365
$18K ﹤0.01%
1,778
+459
1366
$18K ﹤0.01%
893
1367
$18K ﹤0.01%
111,756
-9,191
1368
$18K ﹤0.01%
463,337
1369
$18K ﹤0.01%
1,785
-21,399
1370
$18K ﹤0.01%
1,814
-2,400
1371
$18K ﹤0.01%
209,700
1372
$17K ﹤0.01%
28,641
+12,705
1373
$17K ﹤0.01%
198
1374
$17K ﹤0.01%
+1,448
1375
$17K ﹤0.01%
2,427
-374
53 54
55
56 57