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
1801
$1K ﹤0.01%
80
1802
$1K ﹤0.01%
1,066
1803
$1K ﹤0.01%
43
-11,769
1804
$1K ﹤0.01%
+2,036
1805
$1K ﹤0.01%
13,391
+7,717
1806
$1K ﹤0.01%
30,035
1807
$1K ﹤0.01%
192
-2,808
1808
$1K ﹤0.01%
34,356
1809
$1K ﹤0.01%
+100
1810
$1K ﹤0.01%
19,050
1811
$1K ﹤0.01%
+194
1812
$1K ﹤0.01%
+16,006
1813
$1K ﹤0.01%
49,024
1814
$1K ﹤0.01%
494
1815
$1K ﹤0.01%
15,243
+8,405
1816
$1K ﹤0.01%
+3,135
1817
$1K ﹤0.01%
+15,119
1818
$1K ﹤0.01%
+185
1819
$1K ﹤0.01%
11,147
1820
$1K ﹤0.01%
652
1821
$1K ﹤0.01%
11,246
1822
$1K ﹤0.01%
25
1823
$1K ﹤0.01%
224
1824
$1K ﹤0.01%
108
1825
$1K ﹤0.01%
1,845
71 72
73
74 75