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
1876
– –
0
1877
$0 ﹤0.01%
+5,588
1878
– –
0
1879
– –
0
1880
– –
-5,863
1881
$0 ﹤0.01%
100
1882
– –
-8,757
1883
– –
-4,226
1884
– –
-88,023
1885
– –
0
1886
– –
-20,645
1887
$0 ﹤0.01%
3
1888
$0 ﹤0.01%
1
1889
– –
0
1890
$0 ﹤0.01%
677
1891
$0 ﹤0.01%
5,875
1892
$0 ﹤0.01%
+9,385
1893
$0 ﹤0.01%
10,867
1894
– –
-375,230
1895
– –
-2,065
1896
– –
-23,682
1897
$0 ﹤0.01%
6,944
1898
– –
-262,881
1899
$0 ﹤0.01%
1
-30,027
1900
– –
-77,312
74 75
76
77 78