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
2151
– –
-3,039
2152
$0 ﹤0.01%
2,543
2153
– –
-949
2154
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-45,443
2155
$0 ﹤0.01%
+2,288
2156
$0 ﹤0.01%
3
2157
– –
-51,070
2158
– –
-2,000
2159
– –
-196
2160
– –
-1,879
2161
– –
-2,754
2162
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-3,000
2163
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-3,120
2164
– –
-30,100
2165
– –
-228,092
2166
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-14,474
2167
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-7,476
2168
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-2,110
2169
$0 ﹤0.01%
1
2170
– –
-19,146
2171
– –
-11,950
2172
$0 ﹤0.01%
+100
2173
– –
-5,686
2174
– –
-191,478
2175
$0 ﹤0.01%
179
85 86
87
88 89