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
2226
$0 ﹤0.01%
9,835
2227
– –
-35,003
2228
$0 ﹤0.01%
2
2229
$0 ﹤0.01%
9,450
2230
– –
-278
2231
– –
0
2232
– –
-68,888
2233
– –
0
2234
$0 ﹤0.01%
2
2235
– –
-43,583
2236
– –
-360
2237
– –
-778
2238
– –
-6,701
2239
– –
0
2240
– –
0
2241
$0 ﹤0.01%
+1,621
2242
– –
-503
2243
$0 ﹤0.01%
9,994
2244
– –
0
2245
– –
-17,801
2246
– –
-96
2247
– –
0
2248
$0 ﹤0.01%
+200
2249
– –
-64,688
2250
– –
-5,000
88 89
90
91 92