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
1501
$9K ﹤0.01%
20,203
+7,237
1502
$9K ﹤0.01%
10,332
+3,930
1503
$9K ﹤0.01%
+500
1504
$9K ﹤0.01%
+1,409
1505
$9K ﹤0.01%
+100
1506
$9K ﹤0.01%
19,322
-1,677
1507
$9K ﹤0.01%
+1,548
1508
$9K ﹤0.01%
152,807
+70,292
1509
$9K ﹤0.01%
5,067
1510
$9K ﹤0.01%
953
1511
$9K ﹤0.01%
926
-1,700
1512
$9K ﹤0.01%
101,175
1513
$9K ﹤0.01%
162,325
1514
$9K ﹤0.01%
1,000
1515
$9K ﹤0.01%
+106,836
1516
$9K ﹤0.01%
1,000
1517
$9K ﹤0.01%
+1,000
1518
$9K ﹤0.01%
124,389
1519
$9K ﹤0.01%
1,000
1520
$9K ﹤0.01%
+1,000
1521
$9K ﹤0.01%
1,000
1522
$9K ﹤0.01%
+1,000
1523
$9K ﹤0.01%
+1,000
1524
$9K ﹤0.01%
+1,000
1525
$9K ﹤0.01%
960
59 60
61
62 63