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
451
$384K 0.01%
3,680
452
$384K 0.01%
+23,132
453
$383K 0.01%
20,433
454
$378K 0.01%
7,200
+700
455
$376K 0.01%
3,000
+800
456
$374K 0.01%
27,446
+3,255
457
$371K 0.01%
4,633
+2,139
458
$370K 0.01%
79,424
+10,186
459
$367K 0.01%
13,038
-4,422
460
$366K 0.01%
+8,862
461
$360K 0.01%
40,918
-1,427
462
$357K 0.01%
11,378
-700
463
$356K 0.01%
11,130
+3,300
464
$355K 0.01%
2,200
-200
465
$351K 0.01%
+4,623
466
$350K 0.01%
33,350
-188,774
467
$349K 0.01%
45,670
-30,497
468
$348K 0.01%
3,185
-428
469
$346K 0.01%
19,407
-49,944
470
$344K 0.01%
3,395
+2,715
471
$343K 0.01%
12,902
+9,842
472
$343K 0.01%
1,800
-800
473
$342K 0.01%
8,786
+8,329
474
$341K 0.01%
13,900
-1,100
475
$335K 0.01%
33,118
-60,939
17 18
19
20 21