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
401
$1.13M 0.01%
101,728
+25,806
402
$1.12M 0.01%
27,759
-7,053
403
$1.12M 0.01%
+25,468
404
$1.11M 0.01%
101,573
-15,738
405
$1.11M 0.01%
142,785
+115,585
406
$1.11M 0.01%
11,338
-40,578
407
$1.09M 0.01%
24,396
-28,708
408
$1.09M 0.01%
6,818
+2,518
409
$1.08M 0.01%
76,180
+40,162
410
$1.07M 0.01%
76,396
+13,404
411
$1.07M 0.01%
26
+5
412
$1.07M 0.01%
+52,474
413
$1.07M 0.01%
8,930
+85
414
$1.07M 0.01%
+77,445
415
$1.06M 0.01%
37,090
-3,453
416
$1.06M 0.01%
39,490
+29,460
417
$1.05M 0.01%
17,876
-18,725
418
$1.05M 0.01%
111,427
-53,573
419
$1.05M 0.01%
101,000
420
$1.04M 0.01%
+34,080
421
$1.04M 0.01%
100,000
422
$1.03M 0.01%
+102,800
423
$1.03M 0.01%
+64,744
424
$1.03M 0.01%
34,122
+3,280
425
$1.03M 0.01%
133,799
+101,870
15 16
17
18 19