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
1551
$8K ﹤0.01%
+300
1552
$8K ﹤0.01%
75,051
+500
1553
$8K ﹤0.01%
+200
1554
$8K ﹤0.01%
+9,934
1555
$8K ﹤0.01%
81,848
+21,598
1556
$8K ﹤0.01%
161,890
1557
$8K ﹤0.01%
117,000
1558
$8K ﹤0.01%
513
-9,643
1559
$8K ﹤0.01%
101,713
1560
$8K ﹤0.01%
800
-5,552
1561
$8K ﹤0.01%
6,424
-94
1562
$8K ﹤0.01%
100,000
1563
$8K ﹤0.01%
820
-180
1564
$8K ﹤0.01%
+852
1565
$8K ﹤0.01%
146,456
1566
$8K ﹤0.01%
850
1567
$8K ﹤0.01%
52,548
-6,160
1568
$8K ﹤0.01%
136
1569
$8K ﹤0.01%
3,265
1570
$8K ﹤0.01%
84,422
1571
$8K ﹤0.01%
93,491
1572
$8K ﹤0.01%
75,980
1573
$8K ﹤0.01%
235
1574
$8K ﹤0.01%
930
1575
$8K ﹤0.01%
721
-36
61 62
63
64 65