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
1601
$6K ﹤0.01%
37,826
+10,968
1602
– –
0
1603
$6K ﹤0.01%
80,689
1604
$6K ﹤0.01%
160,419
1605
$6K ﹤0.01%
+75,000
1606
$6K ﹤0.01%
+174,462
1607
$6K ﹤0.01%
93,398
+1,000
1608
$6K ﹤0.01%
85,356
1609
$6K ﹤0.01%
76,200
1610
$6K ﹤0.01%
652
-652
1611
$6K ﹤0.01%
27,941
-19,785
1612
$6K ﹤0.01%
2,354
+932
1613
$6K ﹤0.01%
96,120
1614
$6K ﹤0.01%
28,898
+28,823
1615
$6K ﹤0.01%
85,615
+21,246
1616
$6K ﹤0.01%
82,670
1617
$6K ﹤0.01%
25,858
-6,440
1618
$6K ﹤0.01%
278
1619
$6K ﹤0.01%
3,474
1620
$6K ﹤0.01%
+562
1621
$6K ﹤0.01%
+808
1622
$6K ﹤0.01%
430
1623
$6K ﹤0.01%
63,046
1624
$6K ﹤0.01%
88,000
1625
$6K ﹤0.01%
139,174
63 64
65
66 67