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
301
$959K 0.02%
30,909
+18,184
302
$958K 0.02%
+53,202
303
$957K 0.02%
16,163
+6,150
304
$938K 0.02%
99,190
-25,876
305
$932K 0.02%
90,668
+55,488
306
$932K 0.02%
20,762
-3,613
307
$920K 0.02%
+25,000
308
$918K 0.02%
+170,112
309
$911K 0.02%
+136,928
310
$906K 0.02%
+21,100
311
$904K 0.02%
+68,392
312
$901K 0.02%
92,008
+69,700
313
$890K 0.02%
27,260
-18,000
314
$882K 0.02%
82,325
-17,117
315
$881K 0.02%
88,987
+81,987
316
$870K 0.02%
53,304
+26,763
317
$865K 0.02%
61,151
+11,146
318
$862K 0.02%
121,466
-1,700
319
$862K 0.02%
62,978
-1,014
320
$859K 0.02%
87,711
+72,011
321
$857K 0.02%
+10,000
322
$857K 0.02%
29,100
-61,000
323
$849K 0.02%
133,624
+50,618
324
$842K 0.02%
72,512
+23,478
325
$838K 0.02%
20,635
+19,577
11 12
13
14 15