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
1401
$15K ﹤0.01%
1,558
+278
1402
$15K ﹤0.01%
1,514
-2,288
1403
$15K ﹤0.01%
160,419
1404
$15K ﹤0.01%
1,518
1405
$15K ﹤0.01%
134,500
1406
$15K ﹤0.01%
7,697
+340
1407
$15K ﹤0.01%
1,552
1408
$14K ﹤0.01%
296,000
1409
$14K ﹤0.01%
+4,023
1410
$14K ﹤0.01%
1
1411
$14K ﹤0.01%
+105,067
1412
$14K ﹤0.01%
+941
1413
$14K ﹤0.01%
+55
1414
$14K ﹤0.01%
140,783
1415
$14K ﹤0.01%
250,000
1416
$14K ﹤0.01%
135,040
1417
$14K ﹤0.01%
243,956
1418
$14K ﹤0.01%
171,082
1419
$14K ﹤0.01%
+1,394
1420
$14K ﹤0.01%
357
-100
1421
$14K ﹤0.01%
103,232
1422
$14K ﹤0.01%
1,423
1423
$13K ﹤0.01%
+1,766
1424
$13K ﹤0.01%
210,000
1425
$13K ﹤0.01%
1,350
-5,608
55 56
57
58 59