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
1851
$1K ﹤0.01%
53,244
1852
$1K ﹤0.01%
51,062
1853
$1K ﹤0.01%
77,670
1854
$1K ﹤0.01%
28,594
1855
$1K ﹤0.01%
15
-3,097
1856
$1K ﹤0.01%
60,538
1857
$1K ﹤0.01%
30,335
1858
$0 ﹤0.01%
10,699
1859
– –
-100
1860
$0 ﹤0.01%
611
1861
– –
-26,779
1862
– –
-77,415
1863
$0 ﹤0.01%
9,636
1864
– –
-82,672
1865
– –
-2,923
1866
– –
-7,505
1867
– –
-198,280
1868
– –
-7,477
1869
– –
-203,617
1870
– –
-85,205
1871
– –
-8,055
1872
– –
-22,333
1873
– –
0
1874
– –
0
1875
– –
-1,041
73 74
75
76 77