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
276
$1.08M 0.02%
+9,092
277
$1.08M 0.02%
16,199
-35,001
278
$1.07M 0.02%
36,400
279
$1.07M 0.02%
143,094
-14,169
280
$1.06M 0.02%
+91,188
281
$1.06M 0.02%
77,191
+7,057
282
$1.04M 0.02%
+18,321
283
$1.04M 0.02%
+24,000
284
$1.04M 0.02%
103,103
+1,100
285
$1.04M 0.02%
63,486
+5,879
286
$1.02M 0.02%
79,776
-1,576
287
$1.02M 0.02%
138,203
-36,200
288
$1.01M 0.02%
66,784
-38,454
289
$1M 0.02%
205,152
+187,200
290
$1M 0.02%
65,792
-20,370
291
$997K 0.02%
+60,049
292
$991K 0.02%
70,452
-5,717
293
$988K 0.02%
10,000
-17,600
294
$987K 0.02%
73,928
-6,462
295
$987K 0.02%
58,000
+22,000
296
$973K 0.02%
143,821
+34,800
297
$973K 0.02%
255,481
-68,503
298
$962K 0.02%
15,500
+15,000
299
$959K 0.02%
30,709
-720,312
300
$959K 0.02%
132,366
-15,961
10 11
12
13 14