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
526
$350K ﹤0.01%
14,294
-23,791
527
$347K ﹤0.01%
246,700
-63,300
528
$343K ﹤0.01%
+67,226
529
$342K ﹤0.01%
14,624
530
$340K ﹤0.01%
4,505
+3,505
531
$337K ﹤0.01%
347,520
+176,612
532
$334K ﹤0.01%
+4,679
533
$327K ﹤0.01%
24,139
+11,478
534
$321K ﹤0.01%
+5,837
535
$321K ﹤0.01%
4,981
-11,897
536
$319K ﹤0.01%
6,963
-6,722
537
$317K ﹤0.01%
+46,913
538
$316K ﹤0.01%
+29,061
539
$312K ﹤0.01%
24,753
+3,720
540
$309K ﹤0.01%
225,000
+150,000
541
$307K ﹤0.01%
10,458
+442
542
$304K ﹤0.01%
27,055
543
$304K ﹤0.01%
21,637
+11,881
544
$303K ﹤0.01%
11,287
+5,068
545
$302K ﹤0.01%
14,615
+8,776
546
$299K ﹤0.01%
156,253
+5,392
547
$293K ﹤0.01%
17,897
-25,641
548
$291K ﹤0.01%
13,600
549
$282K ﹤0.01%
17,808
+3,078
550
$278K ﹤0.01%
+54,769
20 21
22
23 24