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
451
$972K 0.01%
3,905
-5,107
452
$971K 0.01%
65,942
453
$967K 0.01%
126,448
-32,930
454
$966K 0.01%
9,679
-11,071
455
$966K 0.01%
+2,740
456
$965K 0.01%
+76,267
457
$963K 0.01%
8,544
-7,197
458
$963K 0.01%
+100,000
459
$960K 0.01%
22,198
+7,459
460
$957K 0.01%
77,231
+58,524
461
$955K 0.01%
7,807
-7,799
462
$954K 0.01%
165,067
+111,989
463
$951K 0.01%
33,117
+3,320
464
$947K 0.01%
72,854
-7,468
465
$944K 0.01%
+15,056
466
$943K 0.01%
+92,876
467
$937K 0.01%
10,945
-5,217
468
$935K 0.01%
54,238
-6,402
469
$935K 0.01%
95,000
470
$933K 0.01%
95,210
+37,266
471
$929K 0.01%
+47,998
472
$928K 0.01%
7,935
-3,094
473
$927K 0.01%
+58,430
474
$926K 0.01%
+68,502
475
$925K 0.01%
74,631
+46,039
17 18
19
20 21