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
501
$264K 0.01%
+4,684
502
$259K 0.01%
+15,001
503
$255K 0.01%
7,700
504
$253K 0.01%
+15,532
505
$252K 0.01%
5,660
506
$249K 0.01%
52,211
-40,076
507
$244K 0.01%
8,880
-14,000
508
$242K 0.01%
10,700
-36,200
509
$241K 0.01%
2,700
+400
510
$240K 0.01%
50,000
-10,000
511
$239K 0.01%
16,248
-1,028
512
$235K 0.01%
27,528
-56,570
513
$234K 0.01%
13,911
-172,090
514
$234K 0.01%
4,659
+4,000
515
$233K 0.01%
125,400
+25,000
516
$232K 0.01%
22,135
-25,451
517
$230K 0.01%
3,255
-53,540
518
$230K 0.01%
233,185
-130,823
519
$228K ﹤0.01%
33,612
-122,288
520
$227K ﹤0.01%
18,827
-3,330
521
$223K ﹤0.01%
10,298
-8,487
522
$222K ﹤0.01%
46,456
+14,151
523
$221K ﹤0.01%
+2,900
524
$220K ﹤0.01%
12,254
-14,546
525
$218K ﹤0.01%
6,440
19 20
21
22 23