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
151
$3.43M 0.04%
200,651
+46,342
152
$3.42M 0.04%
351,010
+36,747
153
$3.38M 0.04%
101,288
154
$3.33M 0.04%
223,055
-46,503
155
$3.33M 0.04%
333,697
+19,830
156
$3.31M 0.04%
329,590
-510
157
$3.29M 0.04%
324,590
+5,801
158
$3.27M 0.04%
325,025
+30,025
159
$3.27M 0.04%
+60,078
160
$3.27M 0.04%
331,874
+188,643
161
$3.26M 0.04%
179,956
+70,375
162
$3.26M 0.04%
+57,861
163
$3.25M 0.04%
330,119
+67,085
164
$3.21M 0.03%
369,772
+167,086
165
$3.21M 0.03%
20,707
-14,670
166
$3.2M 0.03%
322,026
-3,358
167
$3.18M 0.03%
29,858
+21,404
168
$3.18M 0.03%
322,818
+59,385
169
$3.17M 0.03%
319,125
+152,880
170
$3.16M 0.03%
320,130
+26,348
171
$3.12M 0.03%
316,546
+34,888
172
$3.1M 0.03%
175,888
+1,896
173
$3.09M 0.03%
+309,666
174
$3.08M 0.03%
431,937
+139,229
175
$3.08M 0.03%
19,076
-8,132
5 6
7
8 9