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
426
$605K 0.01%
13,246
427
$598K 0.01%
+28,346
428
$591K 0.01%
58,000
-2,000
429
$584K 0.01%
23,716
430
$584K 0.01%
10,788
-18,647
431
$582K 0.01%
+30,114
432
$580K 0.01%
16,489
-710
433
$578K 0.01%
261
+134
434
$578K 0.01%
+43,239
435
$575K 0.01%
48,796
-226,607
436
$574K 0.01%
28,017
+21,941
437
$573K 0.01%
28,738
438
$573K 0.01%
52,743
-140,907
439
$565K 0.01%
46,860
+22,784
440
$561K 0.01%
+4,781
441
$560K 0.01%
+40,000
442
$551K 0.01%
17,300
-1,241
443
$547K 0.01%
53,824
444
$546K 0.01%
47,436
+18,989
445
$542K 0.01%
3,000
-39,500
446
$541K 0.01%
64,500
-1,300
447
$539K 0.01%
42,873
+19,144
448
$539K 0.01%
12,561
-41,927
449
$536K 0.01%
79,344
-289,527
450
$536K 0.01%
34,066
-141,022
16 17
18
19 20