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
2051
– –
-118,098
2052
– –
-314
2053
– –
-1,387
2054
– –
-12,591
2055
– –
-113,894
2056
– –
-135,809
2057
– –
-123,361
2058
– –
-115,606
2059
– –
-1
2060
– –
0
2061
– –
-194,614
2062
– –
-24,080
2063
– –
-9,323
2064
– –
-194,577
2065
– –
-25,811
2066
– –
-10,590
2067
– –
-41,319
2068
– –
-11,025
2069
– –
-7,095
2070
– –
-50,728
2071
$0 ﹤0.01%
1
-77
2072
$0 ﹤0.01%
1
-332,022
2073
– –
-162,419
2074
– –
-100,100
2075
– –
-235
81 82
83
84 85