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
1526
$9K ﹤0.01%
684
-5,825
1527
$9K ﹤0.01%
1,003
1528
$9K ﹤0.01%
1,000
-111,381
1529
$9K ﹤0.01%
+1,000
1530
$9K ﹤0.01%
1,000
1531
$9K ﹤0.01%
962
+72
1532
$9K ﹤0.01%
1,000
1533
$9K ﹤0.01%
913
-35,014
1534
$9K ﹤0.01%
1,004
1535
$9K ﹤0.01%
264,480
1536
$9K ﹤0.01%
977
1537
$9K ﹤0.01%
98,198
1538
$9K ﹤0.01%
61,905
1539
$9K ﹤0.01%
4,226
+440
1540
$9K ﹤0.01%
+977
1541
$9K ﹤0.01%
2,023
1542
$9K ﹤0.01%
484,072
1543
$9K ﹤0.01%
+166,011
1544
$9K ﹤0.01%
176,722
1545
$9K ﹤0.01%
1,000
1546
$9K ﹤0.01%
396,676
1547
$9K ﹤0.01%
113,863
-2,200
1548
$8K ﹤0.01%
31,342
+16,239
1549
$8K ﹤0.01%
1,101
-1,499
1550
$8K ﹤0.01%
143
+60
60 61
62
63 64