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
476
$925K 0.01%
13,178
-40,702
477
$925K 0.01%
+17,812
478
$924K 0.01%
12,880
+3,700
479
$922K 0.01%
+79,225
480
$912K 0.01%
2,807
-3,116
481
$909K 0.01%
22,700
482
$904K 0.01%
7,438
-7,903
483
$902K 0.01%
11,104
-13,664
484
$899K 0.01%
+717
485
$898K 0.01%
+51,835
486
$898K 0.01%
3,136
-4,096
487
$895K 0.01%
21,356
-19,895
488
$887K 0.01%
13,444
-21,509
489
$885K 0.01%
21,554
-59,117
490
$881K 0.01%
+125,915
491
$873K 0.01%
20,557
-85,310
492
$871K 0.01%
8,908
-11,183
493
$859K 0.01%
36,720
-250,000
494
$857K 0.01%
286,354
-31,159
495
$853K 0.01%
+457
496
$847K 0.01%
+44,443
497
$846K 0.01%
11,823
-11,368
498
$840K 0.01%
29,352
-53,550
499
$840K 0.01%
9,434
-8,959
500
$834K 0.01%
152,104
+32,965
18 19
20
21 22