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
2076
– –
-5,623
2077
– –
-30
2078
$0 ﹤0.01%
1
2079
– –
-31,411
2080
– –
-300
2081
– –
-2,200
2082
– –
-1,166
2083
– –
-1,651
2084
$0 ﹤0.01%
16
-651
2085
– –
-2,000
2086
– –
-3,466
2087
– –
-3,972
2088
– –
-195
2089
– –
-29,610
2090
$0 ﹤0.01%
+77
2091
– –
-10,323
2092
– –
-38,525
2093
– –
-40,924
2094
$0 ﹤0.01%
+100
2095
$0 ﹤0.01%
1,000
2096
– –
-16,189
2097
– –
0
2098
– –
-10,465
2099
– –
-933,942
2100
– –
-40,620
82 83
84
85 86