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
$5.37B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$79.6M
3
+$32.1M
4
AVGO icon
Broadcom
AVGO
+$24M
5
AMZN icon
Amazon
AMZN
+$20.3M

Top Sells

1
+$24.3M
2
+$19.5M
3
+$12.9M
4
CCI.PRA
Crown Castle International Corp. 6.875% Mandatory Convertible Preferred Stock, Series A
CCI.PRA
+$12.4M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$10.6M

Sector Composition

1 Real Estate 4.36%
2 Consumer Discretionary 2.59%
3 Technology 2.4%
4 Industrials 2.32%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$675K 0.01%
9,567
+44
402
$675K 0.01%
+33,804
403
$674K 0.01%
65,000
404
$663K 0.01%
+27,126
405
$659K 0.01%
+110,210
406
$659K 0.01%
52,454
-2,992
407
$654K 0.01%
61,386
-200
408
$653K 0.01%
2,831
-14,980
409
$650K 0.01%
5,598
-1,691
410
$647K 0.01%
45,904
+33,734
411
$642K 0.01%
+36,727
412
$638K 0.01%
1,000
413
$638K 0.01%
60,100
414
$626K 0.01%
+24,152
415
$625K 0.01%
+21,041
416
$624K 0.01%
60,000
417
$624K 0.01%
60,000
418
$623K 0.01%
25,000
419
$618K 0.01%
2,897
+767
420
$612K 0.01%
42,894
+24,568
421
$611K 0.01%
14,545
-87,870
422
$609K 0.01%
+13,880
423
$609K 0.01%
260,407
+60,528
424
$605K 0.01%
30,071
+27,038
425
$605K 0.01%
36,702
-95,389
15 16
17
18 19