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
2301
– –
0
2302
– –
-8,655
2303
– –
-1,000
2304
– –
-199
2305
– –
-4,000
2306
– –
-3,962
2307
– –
-157,018
2308
– –
-6,985
2309
– –
-58,692
2310
– –
-3,873
2311
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-1,001
2312
– –
-71,175
2313
– –
-1,200
2314
– –
-60
2315
$0 ﹤0.01%
689
2316
– –
-33,681
2317
– –
-2,796
2318
$0 ﹤0.01%
11,520
2319
$0 ﹤0.01%
466
2320
$0 ﹤0.01%
90
2321
– –
-87
2322
$0 ﹤0.01%
3
2323
$0 ﹤0.01%
6,278
2324
– –
0
2325
$0 ﹤0.01%
+16,006
91 92
93
94 95