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
2126
– –
-30,338
2127
$0 ﹤0.01%
80
-128,152
2128
$0 ﹤0.01%
15,695
2129
– –
-14,039
2130
– –
-200
2131
– –
-4,161
2132
– –
-56,565
2133
– –
-10,261
2134
$0 ﹤0.01%
69,324
2135
$0 ﹤0.01%
1,639
+899
2136
– –
-889
2137
$0 ﹤0.01%
4,594
2138
$0 ﹤0.01%
+43
2139
$0 ﹤0.01%
540
2140
– –
0
2141
– –
0
2142
$0 ﹤0.01%
4
2143
$0 ﹤0.01%
181
2144
– –
-106,836
2145
– –
-41,155
2146
– –
0
2147
$0 ﹤0.01%
5
2148
– –
-71,280
2149
– –
-30,099
2150
– –
-53,002
84 85
86
87 88