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
1426
$13K ﹤0.01%
11,258
+8,484
1427
$13K ﹤0.01%
95
-12
1428
$13K ﹤0.01%
226,206
1429
$13K ﹤0.01%
1,374
1430
$13K ﹤0.01%
1,299
-100
1431
$13K ﹤0.01%
1,354
+1,100
1432
$13K ﹤0.01%
21,537
+16,661
1433
$13K ﹤0.01%
1,383
-3,544
1434
$13K ﹤0.01%
148,444
-619
1435
$13K ﹤0.01%
267,945
+83,107
1436
$13K ﹤0.01%
+65
1437
$12K ﹤0.01%
1,072
-46
1438
$12K ﹤0.01%
53
-18
1439
$12K ﹤0.01%
110,865
-8,754
1440
$12K ﹤0.01%
5,562
1441
$12K ﹤0.01%
+260,258
1442
$12K ﹤0.01%
1,307
1443
$12K ﹤0.01%
142
-54
1444
$12K ﹤0.01%
172,001
1445
$12K ﹤0.01%
1,278
-122
1446
$12K ﹤0.01%
1,252
1447
$12K ﹤0.01%
1,218
1448
$12K ﹤0.01%
8,088
+5,471
1449
$12K ﹤0.01%
152,778
+19,585
1450
$12K ﹤0.01%
1,300
56 57
58
59 60