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
476
$472K 0.01%
400
477
$470K 0.01%
2,303
478
$470K 0.01%
1,874
-8,126
479
$469K 0.01%
15,691
480
$468K 0.01%
31,595
+15,937
481
$466K 0.01%
31,586
-29,415
482
$463K 0.01%
52,481
-171,973
483
$460K 0.01%
29,396
+387
484
$460K 0.01%
+6,000
485
$453K 0.01%
14,067
-20,000
486
$449K 0.01%
+40,301
487
$443K 0.01%
89,405
-46,235
488
$431K 0.01%
+24,461
489
$427K 0.01%
+24,227
490
$426K ﹤0.01%
40,000
491
$424K ﹤0.01%
+7,091
492
$419K ﹤0.01%
445,905
-800
493
$418K ﹤0.01%
144,242
-150,000
494
$415K ﹤0.01%
472,257
+1,500
495
$413K ﹤0.01%
14,343
-2,500
496
$412K ﹤0.01%
40,000
497
$409K ﹤0.01%
46,800
+2,400
498
$408K ﹤0.01%
92,733
499
$406K ﹤0.01%
40,001
500
$404K ﹤0.01%
3,085
-80
18 19
20
21 22