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
1751
$2K ﹤0.01%
+713
1752
$2K ﹤0.01%
+14,264
1753
$2K ﹤0.01%
26,000
1754
$2K ﹤0.01%
280
1755
$2K ﹤0.01%
50,000
1756
$2K ﹤0.01%
16,980
+5,906
1757
$2K ﹤0.01%
+19,671
1758
$2K ﹤0.01%
15,378
1759
$2K ﹤0.01%
+18,282
1760
$2K ﹤0.01%
6,197
-6,866
1761
$2K ﹤0.01%
+53,418
1762
$2K ﹤0.01%
17,418
1763
$2K ﹤0.01%
24,500
1764
$2K ﹤0.01%
8,061
+7,842
1765
$2K ﹤0.01%
55,213
1766
$2K ﹤0.01%
1,454
+482
1767
$2K ﹤0.01%
16,727
+11,937
1768
$2K ﹤0.01%
19,493
1769
$2K ﹤0.01%
19,131
+3,131
1770
$2K ﹤0.01%
42,577
1771
$2K ﹤0.01%
209
1772
$2K ﹤0.01%
289
1773
$2K ﹤0.01%
52,774
1774
$2K ﹤0.01%
25,166
1775
$2K ﹤0.01%
35,056
69 70
71
72 73