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
301
$1.67M 0.02%
133,276
+78,128
302
$1.66M 0.02%
18,102
-12,232
303
$1.66M 0.02%
+223,784
304
$1.65M 0.02%
+126,152
305
$1.64M 0.02%
118,547
+76,882
306
$1.63M 0.02%
58,474
+28,574
307
$1.63M 0.02%
130,164
+91,576
308
$1.63M 0.02%
165,551
+119,206
309
$1.63M 0.02%
222,947
-61,429
310
$1.6M 0.02%
+53,564
311
$1.6M 0.02%
75,039
+59,817
312
$1.6M 0.02%
40,285
-9,692
313
$1.58M 0.02%
26,455
-82,570
314
$1.56M 0.02%
1,652
315
$1.56M 0.02%
+83,875
316
$1.56M 0.02%
+55,061
317
$1.56M 0.02%
212,590
+109,384
318
$1.56M 0.02%
+139,677
319
$1.55M 0.02%
102,712
+20,877
320
$1.53M 0.02%
205,900
+167,776
321
$1.53M 0.02%
+44,000
322
$1.52M 0.02%
2,006,331
+125,905
323
$1.52M 0.02%
307,845
+203,075
324
$1.52M 0.02%
150,000
+25,000
325
$1.51M 0.02%
152,840
-92,012
11 12
13
14 15