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
251
$1.22M 0.03%
261,027
-77,847
252
$1.22M 0.03%
+16,315
253
$1.22M 0.03%
+50,000
254
$1.21M 0.03%
+17,745
255
$1.2M 0.03%
30,092
-121
256
$1.19M 0.03%
+11,182
257
$1.19M 0.03%
+75,667
258
$1.18M 0.03%
+21,038
259
$1.17M 0.03%
66,160
+65,257
260
$1.17M 0.03%
86,706
-4,324
261
$1.17M 0.03%
214,351
+93,605
262
$1.17M 0.03%
44,923
-15,094
263
$1.16M 0.02%
32,055
+31,175
264
$1.15M 0.02%
82,899
+16,113
265
$1.14M 0.02%
77,936
-27,786
266
$1.14M 0.02%
7,062
+300
267
$1.14M 0.02%
88,388
-13,419
268
$1.12M 0.02%
+68
269
$1.11M 0.02%
121,970
-14,643
270
$1.11M 0.02%
193,542
-19,276
271
$1.11M 0.02%
9,256
-200
272
$1.1M 0.02%
20,700
+4,600
273
$1.1M 0.02%
7,747
+2,500
274
$1.09M 0.02%
20,732
-34,516
275
$1.08M 0.02%
55,182
+8,084
9 10
11
12 13