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
1476
– –
0
1477
$10K ﹤0.01%
121
-1,500
1478
$10K ﹤0.01%
+174,462
1479
$10K ﹤0.01%
1,000
1480
$10K ﹤0.01%
1,000
1481
$10K ﹤0.01%
392,067
1482
$10K ﹤0.01%
1,102
-4,183
1483
$10K ﹤0.01%
146,990
1484
$10K ﹤0.01%
1,011
-44,414
1485
$10K ﹤0.01%
132,502
1486
$10K ﹤0.01%
1,001
-41,492
1487
$10K ﹤0.01%
1,075
+75
1488
$10K ﹤0.01%
125,650
1489
$10K ﹤0.01%
1,036
-220,376
1490
$10K ﹤0.01%
1,049
1491
$10K ﹤0.01%
1,036
+300
1492
$10K ﹤0.01%
211,476
1493
$10K ﹤0.01%
58,959
+15,086
1494
$10K ﹤0.01%
109,000
1495
$10K ﹤0.01%
258,000
-20,000
1496
$10K ﹤0.01%
213,284
1497
$10K ﹤0.01%
11,534
1498
$10K ﹤0.01%
130,736
1499
$10K ﹤0.01%
1,035
1500
$9K ﹤0.01%
3,606
-922
58 59
60
61 62