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
1926
– –
-12,050
1927
– –
-11,963
1928
– –
-44,760
1929
– –
-17,000
1930
– –
0
1931
– –
0
1932
– –
0
1933
– –
0
1934
– –
0
1935
$0 ﹤0.01%
1,847
1936
– –
0
1937
$0 ﹤0.01%
1,000
1938
– –
-7,770
1939
– –
-100,269
1940
– –
-2,822
1941
– –
-1,107
1942
– –
-72,899
1943
– –
-53,773
1944
– –
0
1945
– –
0
1946
– –
0
1947
– –
-8,813
1948
– –
0
1949
– –
-23,301
1950
– –
-141
76 77
78
79 80