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
201
$2.71M 0.03%
272,192
+13,000
202
$2.71M 0.03%
272,241
+4,028
203
$2.67M 0.03%
+20,000
204
$2.65M 0.03%
262,597
-78,796
205
$2.64M 0.03%
261,285
-262,886
206
$2.64M 0.03%
128,228
+3,054
207
$2.59M 0.03%
+92,412
208
$2.57M 0.03%
34,546
+400
209
$2.55M 0.03%
255,025
-26,407
210
$2.54M 0.03%
205,807
-80,026
211
$2.5M 0.03%
231,779
+94,072
212
$2.5M 0.03%
+249,999
213
$2.49M 0.03%
253,006
+242,182
214
$2.49M 0.03%
251,104
215
$2.49M 0.03%
251,590
+76,095
216
$2.47M 0.03%
+244,531
217
$2.47M 0.03%
+251,000
218
$2.42M 0.03%
243,401
-6,065
219
$2.41M 0.03%
242,991
+44,831
220
$2.39M 0.03%
68,094
-22,307
221
$2.38M 0.03%
241,389
+48,890
222
$2.35M 0.03%
117,782
+11,355
223
$2.34M 0.03%
52,720
-129,990
224
$2.34M 0.03%
239,358
+27,732
225
$2.34M 0.03%
233,389
-3,819
7 8
9
10 11