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
1901
$0 ﹤0.01%
4
1902
$0 ﹤0.01%
8,384
1903
$0 ﹤0.01%
87
-16,553
1904
– –
-7,087
1905
$0 ﹤0.01%
1
1906
$0 ﹤0.01%
405
-1,000
1907
$0 ﹤0.01%
13,234
1908
– –
-18,318
1909
– –
0
1910
– –
-49,915
1911
– –
-57,333
1912
– –
-2,500
1913
– –
-26,548
1914
– –
0
1915
– –
-999
1916
$0 ﹤0.01%
550
1917
– –
-45,209
1918
– –
-18,000
1919
$0 ﹤0.01%
11,525
1920
– –
-37
1921
$0 ﹤0.01%
1,697
1922
– –
-15,828
1923
– –
0
1924
– –
0
1925
– –
-11,359
75 76
77
78 79