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
351
$700K 0.02%
25,534
-2,198
352
$696K 0.02%
10,000
-15,000
353
$695K 0.02%
2,501
+1,201
354
$690K 0.01%
113,789
-37,943
355
$689K 0.01%
15,360
-600
356
$681K 0.01%
11,700
+7,900
357
$681K 0.01%
40,778
+33,352
358
$676K 0.01%
+111,241
359
$671K 0.01%
37,269
-38,504
360
$667K 0.01%
45,206
+13,874
361
$664K 0.01%
+4,240
362
$662K 0.01%
57,270
-2,400
363
$659K 0.01%
+51,409
364
$658K 0.01%
+9,849
365
$654K 0.01%
44,627
+25,953
366
$649K 0.01%
13,446
-23,200
367
$646K 0.01%
+6,715
368
$641K 0.01%
27,900
+26,500
369
$630K 0.01%
10,000
-35,000
370
$622K 0.01%
50,354
+9,541
371
$618K 0.01%
44,481
-8,195
372
$615K 0.01%
433,533
+15,500
373
$615K 0.01%
47,149
-12,997
374
$611K 0.01%
27,612
-17,827
375
$603K 0.01%
+87,956
13 14
15
16 17