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
526
$216K ﹤0.01%
7,887
+3,114
527
$216K ﹤0.01%
23,928
-66,267
528
$213K ﹤0.01%
6,700
-9,600
529
$212K ﹤0.01%
3,900
-1,900
530
$212K ﹤0.01%
+18,000
531
$212K ﹤0.01%
+15,322
532
$210K ﹤0.01%
+14,515
533
$209K ﹤0.01%
2,295
-144,016
534
$206K ﹤0.01%
3,053
-384,191
535
$206K ﹤0.01%
20,200
+200
536
$205K ﹤0.01%
+5,800
537
$205K ﹤0.01%
+18,971
538
$202K ﹤0.01%
18,791
+9,110
539
$202K ﹤0.01%
6,364
-18,550
540
$201K ﹤0.01%
+2,276
541
$197K ﹤0.01%
1,604
-96
542
$194K ﹤0.01%
3,897
+2,397
543
$193K ﹤0.01%
+6,000
544
$192K ﹤0.01%
8,253
+1,800
545
$186K ﹤0.01%
+13,134
546
$178K ﹤0.01%
+10,971
547
$176K ﹤0.01%
+4,700
548
$175K ﹤0.01%
27,100
-36,700
549
$175K ﹤0.01%
491
+153
550
$174K ﹤0.01%
2,500
-1,800
20 21
22
23 24