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
526
$765K 0.01%
71,250
527
$758K 0.01%
167,453
+44,700
528
$758K 0.01%
7,400
+3,451
529
$758K 0.01%
+17,346
530
$755K 0.01%
75,000
531
$753K 0.01%
34,948
-42,956
532
$752K 0.01%
+62,064
533
$752K 0.01%
64,051
+8,399
534
$750K 0.01%
50,537
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535
$742K 0.01%
71,144
-57,104
536
$726K 0.01%
+71,209
537
$723K 0.01%
+75,000
538
$721K 0.01%
144,839
-448,156
539
$718K 0.01%
9,345
-5,833
540
$717K 0.01%
59,142
+33,015
541
$710K 0.01%
+74,548
542
$704K 0.01%
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543
$703K 0.01%
69,000
-1,000
544
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69,900
545
$700K 0.01%
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546
$699K 0.01%
78,627
+52,841
547
$699K 0.01%
20,937
-1,437
548
$699K 0.01%
56,459
-6,026
549
$696K 0.01%
+70,000
550
$692K 0.01%
+36,541
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