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
1976
$0 ﹤0.01%
67
1977
– –
0
1978
– –
-300
1979
– –
-659
1980
– –
-9,195
1981
$0 ﹤0.01%
30,276
1982
$0 ﹤0.01%
4
1983
$0 ﹤0.01%
4
1984
– –
0
1985
$0 ﹤0.01%
1,639
1986
$0 ﹤0.01%
+328
1987
– –
-852
1988
$0 ﹤0.01%
42
1989
– –
-880,922
1990
– –
-860
1991
– –
-32,360
1992
– –
-337,779
1993
$0 ﹤0.01%
23,873
1994
$0 ﹤0.01%
2,978
1995
$0 ﹤0.01%
3,120
1996
– –
-1,000
1997
$0 ﹤0.01%
7,363
+1,000
1998
$0 ﹤0.01%
151
1999
$0 ﹤0.01%
16,666
2000
$0 ﹤0.01%
4,205
78 79
80
81 82