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
1726
$3K ﹤0.01%
8,168
-3,158
1727
$3K ﹤0.01%
144
1728
$3K ﹤0.01%
64,735
1729
$2K ﹤0.01%
2,351
-3,251
1730
$2K ﹤0.01%
22,408
-600
1731
$2K ﹤0.01%
496
-560
1732
$2K ﹤0.01%
75,963
-11,190
1733
$2K ﹤0.01%
+6,165
1734
$2K ﹤0.01%
535
-2,407
1735
$2K ﹤0.01%
67,273
1736
$2K ﹤0.01%
+10,936
1737
$2K ﹤0.01%
393
1738
$2K ﹤0.01%
17,808
1739
$2K ﹤0.01%
+25
1740
$2K ﹤0.01%
400
1741
$2K ﹤0.01%
20,345
+2,004
1742
$2K ﹤0.01%
11,446
-2,091
1743
$2K ﹤0.01%
53,507
1744
$2K ﹤0.01%
15,452
1745
$2K ﹤0.01%
34,481
1746
$2K ﹤0.01%
222,900
1747
$2K ﹤0.01%
225
-1,575
1748
$2K ﹤0.01%
56,820
1749
$2K ﹤0.01%
42,678
1750
$2K ﹤0.01%
+895
68 69
70
71 72