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
2201
– –
-26,994
2202
– –
-1,022
2203
$0 ﹤0.01%
11,776
2204
$0 ﹤0.01%
5,120
2205
$0 ﹤0.01%
8,160
2206
– –
-3,000
2207
– –
-6,219
2208
– –
-143,432
2209
– –
-108,683
2210
– –
-1,639
2211
– –
-228,757
2212
$0 ﹤0.01%
101
2213
$0 ﹤0.01%
872
-11,124
2214
$0 ﹤0.01%
9,853
2215
– –
-32,302
2216
$0 ﹤0.01%
+8,075
2217
– –
-39,738
2218
– –
-92,994
2219
$0 ﹤0.01%
10,590
2220
$0 ﹤0.01%
24
-652
2221
– –
-4,577
2222
$0 ﹤0.01%
365
2223
– –
-34,798
2224
$0 ﹤0.01%
10,600
2225
– –
-3,653
87 88
89
90 91