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
326
$835K 0.02%
58,084
-2,849
327
$835K 0.02%
+15,600
328
$817K 0.02%
16,456
-101,508
329
$814K 0.02%
58,367
+10,468
330
$805K 0.02%
+30,000
331
$800K 0.02%
107,420
-30,970
332
$796K 0.02%
27,038
-18,200
333
$787K 0.02%
10,256
+147
334
$785K 0.02%
35,962
-1,684
335
$775K 0.02%
61,098
+11,077
336
$770K 0.02%
11,204
-6,650
337
$760K 0.02%
8,511
-5,010
338
$753K 0.02%
8,261
-191,468
339
$752K 0.02%
+25,727
340
$748K 0.02%
115,081
-120,900
341
$731K 0.02%
76,115
+11,710
342
$726K 0.02%
72,777
-11,098
343
$724K 0.02%
102,439
344
$719K 0.02%
131,724
-368,459
345
$707K 0.02%
27,866
+2,500
346
$707K 0.02%
+9,481
347
$705K 0.02%
9,920
348
$704K 0.02%
400,504
+1,996
349
$703K 0.02%
+16,629
350
$702K 0.02%
54,028
+7,963
12 13
14
15 16