WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
+3.61%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$4.06B
AUM Growth
-$518M
(-11%)
Cap. Flow
-$3.27B
Cap. Flow
% of AUM
-80.66%
Top 10 Holdings %
Top 10 Hldgs %
24.28%
Holding
1,472
New
234
Increased
218
Reduced
292
Closed
367
Top Buys
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$189M |
| 2 |
Microsoft
MSFT
|
+$152M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$111M |
| 4 |
AABA
Altaba Inc. Common Stock
AABA
|
+$111M |
| 5 |
Johnson & Johnson
JNJ
|
+$90.1M |
Sector Composition
| 1 | Real Estate | 5.25% |
| 2 | Technology | 4.2% |
| 3 | Industrials | 3% |
| 4 | Consumer Discretionary | 2.44% |
| 5 | Financials | 2.12% |
