WAM

Wolverine Asset Management Portfolio holdings

AUM $6.41B
1-Year Est. Return 4.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.85B
AUM Growth
+$870M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,551
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$23.5M
3
+$12.8M
4
GTERA
Globa Terra Acquisition Corp
GTERA
+$11.5M
5
ARR
Armour Residential REIT
ARR
+$11.3M

Top Sells

1
+$39.6M
2
+$23.2M
3
+$22.9M
4
NEE.PRR
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
+$17.4M
5
SNAP icon
Snap
SNAP
+$14.9M

Sector Composition

1 Financials 9.51%
2 Real Estate 2.25%
3 Technology 1.58%
4 Industrials 0.88%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$244K ﹤0.01%
2,719
+1,645
527
$242K ﹤0.01%
+1,355
528
$240K ﹤0.01%
+4,932
529
$240K ﹤0.01%
+18,579
530
$236K ﹤0.01%
88,906
531
$235K ﹤0.01%
8,511
+8,111
532
$233K ﹤0.01%
8,975
-2,600
533
$231K ﹤0.01%
26,908
+1,706
534
$229K ﹤0.01%
431,699
+23,896
535
$229K ﹤0.01%
54,230
-1,024
536
$228K ﹤0.01%
+12,039
537
$223K ﹤0.01%
+54,977
538
$221K ﹤0.01%
132,272
-5,680
539
$221K ﹤0.01%
+5,121
540
$220K ﹤0.01%
+2,922
541
$219K ﹤0.01%
7,315
-134
542
$218K ﹤0.01%
20,888
-132,550
543
$218K ﹤0.01%
118,220
+40,552
544
$217K ﹤0.01%
21,521
+12,029
545
$216K ﹤0.01%
+23,802
546
$215K ﹤0.01%
5,829
-24,664
547
$214K ﹤0.01%
3,802
548
$211K ﹤0.01%
+5,537
549
$207K ﹤0.01%
1,199
550
$207K ﹤0.01%
11,017
20 21
22
23 24