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
2401
– –
-3,408
2402
$0 ﹤0.01%
1
-126,823
2403
– –
0
2404
– –
-142,054
2405
– –
-716
2406
– –
-1,385
2407
– –
0
2408
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0
2409
– –
-2,499
2410
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0
2411
– –
-12
2412
– –
0
2413
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0
2414
– –
0
2415
– –
-33,042
2416
– –
0
2417
– –
-111
2418
– –
0
2419
– –
-16,666
2420
– –
-25
2421
– –
-115,818
2422
– –
-13,378
2423
– –
0
2424
$0 ﹤0.01%
63
2425
– –
-225
95 96
97
98 99