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
2176
– –
-300
2177
– –
-225
2178
$0 ﹤0.01%
915
2179
$0 ﹤0.01%
10,897
2180
$0 ﹤0.01%
3
2181
– –
-27,769
2182
– –
-66,089
2183
– –
-4,172
2184
$0 ﹤0.01%
728
2185
$0 ﹤0.01%
3
2186
– –
0
2187
– –
-933
2188
$0 ﹤0.01%
100
2189
– –
-3,569
2190
– –
0
2191
– –
-2,368
2192
$0 ﹤0.01%
83
-3,585
2193
– –
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2194
– –
-9,850
2195
$0 ﹤0.01%
1,000
2196
– –
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2197
– –
0
2198
– –
-163,847
2199
– –
-2,000
2200
– –
-4,899
86 87
88
89 90