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
1701
$3K ﹤0.01%
+25,000
1702
$3K ﹤0.01%
160,544
1703
$3K ﹤0.01%
+500
1704
$3K ﹤0.01%
334
1705
$3K ﹤0.01%
72,154
+3,000
1706
$3K ﹤0.01%
701
-2
1707
$3K ﹤0.01%
41,680
1708
$3K ﹤0.01%
41,530
1709
$3K ﹤0.01%
+14,185
1710
$3K ﹤0.01%
357
1711
$3K ﹤0.01%
+8,613
1712
$3K ﹤0.01%
131
+11
1713
$3K ﹤0.01%
2,128
-965
1714
$3K ﹤0.01%
75,666
1715
$3K ﹤0.01%
41,444
1716
$3K ﹤0.01%
30,996
1717
$3K ﹤0.01%
635
1718
$3K ﹤0.01%
22,942
1719
$3K ﹤0.01%
340
1720
$3K ﹤0.01%
403
+300
1721
$3K ﹤0.01%
72,457
1722
$3K ﹤0.01%
20,397
-4,795
1723
$3K ﹤0.01%
4,333
+2,443
1724
$3K ﹤0.01%
400
-200
1725
$3K ﹤0.01%
41,903
67 68
69
70 71