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
1451
$12K ﹤0.01%
2,460
-403
1452
$12K ﹤0.01%
62,504
+655
1453
$12K ﹤0.01%
1,187
-562,298
1454
$11K ﹤0.01%
6,233
-4,000
1455
$11K ﹤0.01%
+1,103
1456
$11K ﹤0.01%
4,904
-387
1457
$11K ﹤0.01%
724
-83
1458
$11K ﹤0.01%
300
-87,803
1459
$11K ﹤0.01%
+1,185
1460
$11K ﹤0.01%
82,118
-11,000
1461
$11K ﹤0.01%
1,157
-1,504
1462
$11K ﹤0.01%
9,245
-1,943
1463
$11K ﹤0.01%
1,205
1464
$11K ﹤0.01%
1,873
1465
$11K ﹤0.01%
277,743
1466
$11K ﹤0.01%
187,763
1467
$11K ﹤0.01%
4,870
-4,180
1468
$11K ﹤0.01%
+162,419
1469
$11K ﹤0.01%
+70,292
1470
$11K ﹤0.01%
142,394
1471
$11K ﹤0.01%
111,680
1472
$11K ﹤0.01%
1,180
-2,000
1473
$10K ﹤0.01%
4,787
+1,062
1474
$10K ﹤0.01%
15,783
+10,913
1475
$10K ﹤0.01%
+2,654
57 58
59
60 61