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
2101
– –
-131,304
2102
$0 ﹤0.01%
940
2103
$0 ﹤0.01%
879
-1,604
2104
$0 ﹤0.01%
12,692
+12,192
2105
– –
-400
2106
– –
-24,384
2107
$0 ﹤0.01%
3,405
2108
– –
-2,234
2109
– –
-20,784
2110
$0 ﹤0.01%
3,658
+2,926
2111
– –
-701
2112
$0 ﹤0.01%
12,229
2113
$0 ﹤0.01%
2
-39,645
2114
$0 ﹤0.01%
+7,929
2115
– –
-217,211
2116
$0 ﹤0.01%
1
-510,873
2117
– –
-898
2118
$0 ﹤0.01%
1
2119
– –
-210,750
2120
$0 ﹤0.01%
7,623
2121
– –
-1,000
2122
$0 ﹤0.01%
10,923
+10,323
2123
– –
-4,566
2124
– –
-330,681
2125
– –
-30,128
83 84
85
86 87