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
$4.16B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,526
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$68M
3
+$47.5M
4
GS icon
Goldman Sachs
GS
+$44M
5
MCK icon
McKesson
MCK
+$39.4M

Top Sells

1
+$48M
2
+$32.1M
3
+$26.9M
4
TMUSP
T-Mobile US, Inc.5.50% Mandatory Convertible Preferred Stock, Series A
TMUSP
+$25.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$23.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 4.28%
3 Financials 4.13%
4 Industrials 3.53%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.49M 0.03%
102,945
+59,934
227
$1.48M 0.03%
17,000
-11,000
228
$1.47M 0.03%
103,721
-2,875
229
$1.43M 0.03%
+50,000
230
$1.42M 0.03%
108,529
-20,785
231
$1.41M 0.03%
+14,000
232
$1.41M 0.03%
130,255
-106,825
233
$1.4M 0.03%
27,890
+17,119
234
$1.4M 0.03%
+33,000
235
$1.39M 0.03%
20,442
+9,042
236
$1.39M 0.03%
+22,984
237
$1.37M 0.03%
23,976
+167
238
$1.36M 0.03%
156,197
+9,800
239
$1.34M 0.03%
175,336
-18,971
240
$1.34M 0.03%
173,056
-732
241
$1.33M 0.03%
229,810
+9,034
242
$1.33M 0.03%
80,708
+17,759
243
$1.33M 0.03%
15,086
+7,300
244
$1.31M 0.03%
48,196
-46,304
245
$1.3M 0.03%
31,883
+2,730
246
$1.27M 0.03%
456,703
-25,903
247
$1.25M 0.03%
26,994
-2,200
248
$1.24M 0.03%
69,651
-86,500
249
$1.23M 0.03%
122,017
-33,096
250
$1.23M 0.03%
28,191
-17,888
8 9
10
11 12