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
1676
$4K ﹤0.01%
+500
1677
$4K ﹤0.01%
400
-124,400
1678
$4K ﹤0.01%
409
1679
$4K ﹤0.01%
23,181
-5,323
1680
$4K ﹤0.01%
1
1681
$4K ﹤0.01%
29,102
-1,500
1682
$4K ﹤0.01%
26,382
+15,021
1683
$4K ﹤0.01%
92,785
1684
$4K ﹤0.01%
35
1685
$4K ﹤0.01%
+451
1686
$4K ﹤0.01%
500
1687
$4K ﹤0.01%
84
1688
$4K ﹤0.01%
+587
1689
$4K ﹤0.01%
243
-33
1690
$4K ﹤0.01%
40,186
-2,136
1691
$3K ﹤0.01%
36
+11
1692
$3K ﹤0.01%
876
-14
1693
$3K ﹤0.01%
21,897
+2,794
1694
$3K ﹤0.01%
2,279
1695
$3K ﹤0.01%
+14,808
1696
$3K ﹤0.01%
6,518
-1,000
1697
$3K ﹤0.01%
6,309
-396
1698
$3K ﹤0.01%
+3,817
1699
$3K ﹤0.01%
106
1700
$3K ﹤0.01%
67,868
66 67
68
69 70