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 9.96%
2 Real Estate 5.39%
3 Industrials 4.84%
4 Financials 3.88%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 0.15%
+325,000
27
$12.2M 0.15%
100,000
28
$12.1M 0.15%
107,400
-1,800
29
$12.1M 0.15%
11,480
+3,197
30
$11.4M 0.14%
+251,231
31
$10.2M 0.12%
77,685
-8,363
32
$10.1M 0.12%
103,624
+25,328
33
$9.76M 0.12%
151,476
-18,556
34
$9.73M 0.12%
47,670
+47,591
35
$9.12M 0.11%
370,110
+339,825
36
$9.04M 0.11%
186,627
+157,150
37
$8.84M 0.11%
118,482
+17,747
38
$8.73M 0.1%
565,991
+174,000
39
$8.72M 0.1%
+207,177
40
$8.46M 0.1%
166,600
+9,300
41
$8.43M 0.1%
471,600
+241,236
42
$8.41M 0.1%
455,646
43
$8.33M 0.1%
+465,438
44
$8.12M 0.1%
242,775
-11,597
45
$8.07M 0.1%
382,851
+67,775
46
$8.03M 0.1%
+42,060
47
$7.92M 0.1%
+105,500
48
$7.92M 0.1%
+247,754
49
$7.83M 0.09%
470,938
+296,908
50
$7.81M 0.09%
+44,447
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