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
2026
– –
-143,275
2027
– –
-29,513
2028
– –
-15,600
2029
– –
-1,000
2030
– –
-1,000
2031
– –
-25,071
2032
– –
-3,500
2033
– –
-300
2034
– –
-6,966
2035
– –
-2,224
2036
– –
-5,909
2037
– –
-114,919
2038
– –
-32,611
2039
– –
-12,309
2040
– –
-50,325
2041
– –
-59,409
2042
– –
-463
2043
– –
-1,000
2044
– –
-406
2045
– –
-75,194
2046
– –
-77,933
2047
– –
-36,216
2048
– –
-3,896
2049
– –
-2,372
2050
$0 ﹤0.01%
26
-23
80 81
82
83 84