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
176
$3.08M 0.03%
315,465
-6,470
177
$3.08M 0.03%
+304,000
178
$3.06M 0.03%
196,421
+7,711
179
$3.05M 0.03%
309,576
+281,782
180
$3.02M 0.03%
304,337
+29,013
181
$3.02M 0.03%
4,963
-370
182
$3.01M 0.03%
319,336
-109,437
183
$3.01M 0.03%
30,014
-369
184
$3M 0.03%
10,886
+7,808
185
$2.95M 0.03%
299,983
+149,627
186
$2.94M 0.03%
215,272
+62,091
187
$2.91M 0.03%
280,059
+7,091
188
$2.9M 0.03%
+292,824
189
$2.88M 0.03%
287,575
-2,000
190
$2.86M 0.03%
282,947
+91,158
191
$2.86M 0.03%
287,634
+75,000
192
$2.85M 0.03%
152,216
-18,553
193
$2.79M 0.03%
276,711
-1,122
194
$2.78M 0.03%
287,348
-58,204
195
$2.77M 0.03%
66,520
-60,664
196
$2.75M 0.03%
280,764
+17,064
197
$2.74M 0.03%
+278,894
198
$2.74M 0.03%
272,129
+5,753
199
$2.74M 0.03%
115,389
-50,143
200
$2.73M 0.03%
+271,417
6 7
8
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