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
$4.57B
AUM Growth
-$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$81.5M
3
+$63.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$41.7M
5
AABA
Altaba Inc
AABA
+$35.8M

Top Sells

1
+$14.5M
2
+$13.9M
3
+$12.8M
4
BKHU
Black Hills Corporation
BKHU
+$12.8M
5
DD icon
DuPont de Nemours
DD
+$12M

Sector Composition

1 Technology 9.95%
2 Real Estate 5.39%
3 Industrials 4.85%
4 Financials 3.88%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.88M 0.02%
+8,976
277
$1.87M 0.02%
156,039
-19,175
278
$1.86M 0.02%
1,087,857
+837,580
279
$1.85M 0.02%
+112,865
280
$1.83M 0.02%
+178,817
281
$1.82M 0.02%
+47,700
282
$1.82M 0.02%
61,500
283
$1.79M 0.02%
154,789
+78,323
284
$1.78M 0.02%
+174,932
285
$1.78M 0.02%
+50,000
286
$1.78M 0.02%
135,808
+132,299
287
$1.77M 0.02%
156,330
+80,954
288
$1.76M 0.02%
249,681
+117,772
289
$1.76M 0.02%
143,682
-12,492
290
$1.76M 0.02%
137,889
+130,128
291
$1.75M 0.02%
+125,096
292
$1.74M 0.02%
+15,000
293
$1.72M 0.02%
135,703
+135,503
294
$1.7M 0.02%
13,863
+4,550
295
$1.7M 0.02%
+159,426
296
$1.7M 0.02%
173,700
+25,000
297
$1.7M 0.02%
143,167
+51,861
298
$1.7M 0.02%
13,800
299
$1.69M 0.02%
164,025
+64,025
300
$1.68M 0.02%
52,735
+34,735
10 11
12
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