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
1651
$5K ﹤0.01%
168
-39
1652
$5K ﹤0.01%
100
1653
$5K ﹤0.01%
31,985
-4,564
1654
$5K ﹤0.01%
+525
1655
$5K ﹤0.01%
492
-6,389
1656
$5K ﹤0.01%
124,857
+17,501
1657
$5K ﹤0.01%
580
-1,324
1658
$5K ﹤0.01%
+579
1659
$5K ﹤0.01%
552
1660
$5K ﹤0.01%
597
-1,400
1661
$4K ﹤0.01%
84,581
1662
$4K ﹤0.01%
+29,098
1663
$4K ﹤0.01%
427
-6,158
1664
$4K ﹤0.01%
+45,209
1665
$4K ﹤0.01%
+23,652
1666
$4K ﹤0.01%
40,930
1667
$4K ﹤0.01%
499
-1,987
1668
$4K ﹤0.01%
50,842
1669
$4K ﹤0.01%
46,343
1670
$4K ﹤0.01%
+500
1671
$4K ﹤0.01%
148
1672
$4K ﹤0.01%
79,153
1673
$4K ﹤0.01%
217,979
+16,189
1674
$4K ﹤0.01%
452
1675
$4K ﹤0.01%
500
65 66
67
68 69