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
1576
$7K ﹤0.01%
577
-1,157
1577
$7K ﹤0.01%
20,607
-3,072
1578
$7K ﹤0.01%
100,710
+62,254
1579
$7K ﹤0.01%
18,760
+18,613
1580
$7K ﹤0.01%
56,051
+13,410
1581
$7K ﹤0.01%
698
-5,162
1582
$7K ﹤0.01%
195,083
1583
$7K ﹤0.01%
2,675
1584
$7K ﹤0.01%
51,185
1585
$7K ﹤0.01%
102,119
1586
$7K ﹤0.01%
700
-41,963
1587
$7K ﹤0.01%
36,343
-908
1588
$7K ﹤0.01%
88,999
1589
$7K ﹤0.01%
89,270
1590
$7K ﹤0.01%
761
+526
1591
$7K ﹤0.01%
2,557
1592
$7K ﹤0.01%
108,930
-4,445
1593
$7K ﹤0.01%
800
1594
$7K ﹤0.01%
39,488
+7,615
1595
$7K ﹤0.01%
11,201
1596
$7K ﹤0.01%
+800
1597
$7K ﹤0.01%
243,127
1598
$7K ﹤0.01%
735
+734
1599
$6K ﹤0.01%
+86
1600
$6K ﹤0.01%
+19,574
62 63
64
65 66