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
1951
– –
-45,565
1952
– –
-5,315
1953
– –
-1,600
1954
– –
-59,300
1955
– –
-381,272
1956
– –
-174,462
1957
– –
-11
1958
– –
-225
1959
– –
-1,183
1960
$0 ﹤0.01%
+36
1961
– –
-3,660
1962
– –
0
1963
– –
-6,494
1964
– –
-32,700
1965
$0 ﹤0.01%
14,133
1966
– –
-59,048
1967
– –
0
1968
– –
0
1969
– –
-9,255
1970
– –
-520,516
1971
– –
-32,061
1972
– –
-99,700
1973
$0 ﹤0.01%
+314
1974
– –
-1,000
1975
– –
-16,053
77 78
79
80 81