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
$5.37B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$79.6M
3
+$32.1M
4
AVGO icon
Broadcom
AVGO
+$24M
5
AMZN icon
Amazon
AMZN
+$20.3M

Top Sells

1
+$24.3M
2
+$19.5M
3
+$12.9M
4
CCI.PRA
Crown Castle International Corp. 6.875% Mandatory Convertible Preferred Stock, Series A
CCI.PRA
+$12.4M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$10.6M

Sector Composition

1 Real Estate 4.36%
2 Consumer Discretionary 2.59%
3 Technology 2.4%
4 Industrials 2.32%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.51M 0.02%
129,650
+129,448
252
$1.51M 0.02%
111,652
-4,046
253
$1.51M 0.02%
+35,447
254
$1.5M 0.02%
364,494
+188,807
255
$1.48M 0.02%
+39,326
256
$1.48M 0.02%
15,580
-5,900
257
$1.47M 0.02%
135,645
+52,097
258
$1.46M 0.02%
73,681
-231,706
259
$1.45M 0.02%
109,134
+52,952
260
$1.43M 0.02%
+37,069
261
$1.43M 0.02%
+140,100
262
$1.43M 0.02%
67,170
-7,029
263
$1.39M 0.02%
52,139
+25,880
264
$1.38M 0.02%
+205,130
265
$1.38M 0.02%
321,360
+92,974
266
$1.37M 0.02%
18,735
+852
267
$1.35M 0.02%
+20,514
268
$1.35M 0.02%
123,842
-200,000
269
$1.35M 0.02%
+266,376
270
$1.35M 0.02%
+18,135
271
$1.34M 0.02%
55,942
-10,000
272
$1.33M 0.02%
99,267
-81,181
273
$1.33M 0.02%
+65,005
274
$1.32M 0.02%
+59,444
275
$1.31M 0.02%
33,089
9 10
11
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