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
1626
$6K ﹤0.01%
123,844
1627
$6K ﹤0.01%
654
-49,235
1628
$6K ﹤0.01%
80
-16,920
1629
$6K ﹤0.01%
+1,560
1630
$6K ﹤0.01%
700
-1,016
1631
$6K ﹤0.01%
4,678
-198
1632
$6K ﹤0.01%
652
1633
$6K ﹤0.01%
28,920
-5,480
1634
$5K ﹤0.01%
584
1635
$5K ﹤0.01%
5,801
1636
$5K ﹤0.01%
1,389
1637
$5K ﹤0.01%
186,000
1638
$5K ﹤0.01%
40,442
+4,971
1639
$5K ﹤0.01%
72,321
1640
$5K ﹤0.01%
+553
1641
$5K ﹤0.01%
49,314
1642
$5K ﹤0.01%
82,734
1643
$5K ﹤0.01%
506
-3,800
1644
$5K ﹤0.01%
59,601
1645
$5K ﹤0.01%
48,260
1646
$5K ﹤0.01%
+780
1647
$5K ﹤0.01%
865
-891
1648
$5K ﹤0.01%
+7,348
1649
$5K ﹤0.01%
1,177
-545
1650
$5K ﹤0.01%
+50,050
64 65
66
67 68