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
2001
$0 ﹤0.01%
2,231
2002
$0 ﹤0.01%
5,391
2003
$0 ﹤0.01%
1,717
2004
– –
0
2005
$0 ﹤0.01%
7,152
+400
2006
– –
-663
2007
$0 ﹤0.01%
2
-10,374
2008
$0 ﹤0.01%
+258
2009
$0 ﹤0.01%
20
2010
– –
-3,802
2011
$0 ﹤0.01%
1
2012
– –
-41,850
2013
$0 ﹤0.01%
+20,925
2014
– –
-31,060
2015
$0 ﹤0.01%
1,652
-1,000
2016
– –
-10,944
2017
– –
-200
2018
– –
0
2019
$0 ﹤0.01%
1,006
2020
$0 ﹤0.01%
505
2021
$0 ﹤0.01%
+5,538
2022
– –
-10,340
2023
– –
-165
2024
– –
-44,385
2025
– –
-84,782
79 80
81
82 83