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
126
$3.79M 0.04%
297,180
+108,854
127
$3.77M 0.04%
14,000
+7,000
128
$3.77M 0.04%
374,634
-8,998
129
$3.75M 0.04%
+378,952
130
$3.73M 0.04%
369,480
-1,000
131
$3.73M 0.04%
307,330
-112,610
132
$3.71M 0.04%
77,089
+72,504
133
$3.71M 0.04%
177,820
+152,346
134
$3.71M 0.04%
+66,218
135
$3.7M 0.04%
22,618
136
$3.66M 0.04%
367,726
-24,599
137
$3.65M 0.04%
364,801
+151,633
138
$3.65M 0.04%
211,068
+155,839
139
$3.64M 0.04%
120,480
+117,548
140
$3.63M 0.04%
+362,276
141
$3.62M 0.04%
1,036
-9
142
$3.61M 0.04%
357,067
-12,316
143
$3.57M 0.04%
354,379
-51,939
144
$3.57M 0.04%
355,036
-261,031
145
$3.56M 0.04%
352,049
-2,367
146
$3.55M 0.04%
7,045
-46
147
$3.54M 0.04%
359,579
+213,819
148
$3.49M 0.04%
203,616
+155,902
149
$3.49M 0.04%
6,947
+3
150
$3.44M 0.04%
342,551
-23,835
4 5
6
7 8