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
1376
$17K ﹤0.01%
157,968
1377
$17K ﹤0.01%
+300
1378
$17K ﹤0.01%
582
+25
1379
$17K ﹤0.01%
446,019
1380
$17K ﹤0.01%
427,998
1381
$17K ﹤0.01%
146,539
1382
$17K ﹤0.01%
178,900
1383
$17K ﹤0.01%
194,837
1384
$17K ﹤0.01%
1,701
1385
$17K ﹤0.01%
278,952
1386
$17K ﹤0.01%
+1,726
1387
$17K ﹤0.01%
124,649
1388
$17K ﹤0.01%
1,777
+792
1389
$16K ﹤0.01%
139,055
1390
$16K ﹤0.01%
226,190
1391
$16K ﹤0.01%
313,000
1392
$16K ﹤0.01%
73,180
+68,978
1393
$16K ﹤0.01%
1,649
-5,351
1394
$16K ﹤0.01%
53,951
+13,116
1395
$16K ﹤0.01%
1,678
1396
$16K ﹤0.01%
1,673
-1,000
1397
$16K ﹤0.01%
107,842
-100
1398
$16K ﹤0.01%
1,656
+100
1399
$15K ﹤0.01%
95,000
1400
$15K ﹤0.01%
+381,272
54 55
56
57 58