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
2351
– –
-170
2352
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0
2353
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2354
$0 ﹤0.01%
1,000
2355
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2356
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-263,053
2357
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0
2358
$0 ﹤0.01%
+212
2359
– –
-49,915
2360
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-57,333
2361
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-1,110
2362
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-2,500
2363
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-26,548
2364
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0
2365
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-999
2366
$0 ﹤0.01%
550
2367
– –
-16,006
2368
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-45,209
2369
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-18,000
2370
$0 ﹤0.01%
11,525
2371
– –
-37
2372
$0 ﹤0.01%
1,697
2373
– –
-15,828
2374
– –
-381,272
2375
– –
-174,462
93 94
95
96 97