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
551
$174K ﹤0.01%
+8,800
552
$173K ﹤0.01%
2,825
+1,800
553
$172K ﹤0.01%
10,654
+4,212
554
$170K ﹤0.01%
1,906
555
$169K ﹤0.01%
94,530
-9,500
556
$168K ﹤0.01%
+5,140
557
$167K ﹤0.01%
4,300
+3,300
558
$162K ﹤0.01%
6,296
+1,197
559
$162K ﹤0.01%
2,100
560
$161K ﹤0.01%
1,100
+500
561
$160K ﹤0.01%
+1,900
562
$160K ﹤0.01%
11,722
-15,647
563
$157K ﹤0.01%
29,708
-6,584
564
$155K ﹤0.01%
134
-7,371
565
$153K ﹤0.01%
+1,512
566
$153K ﹤0.01%
2,900
+500
567
$151K ﹤0.01%
4,076
+3,900
568
$150K ﹤0.01%
3,211
-26,100
569
$150K ﹤0.01%
11,289
+2,738
570
$149K ﹤0.01%
5,146
571
$145K ﹤0.01%
+4,600
572
$144K ﹤0.01%
+2,108
573
$143K ﹤0.01%
13,639
574
$143K ﹤0.01%
537,456
+11,287
575
$142K ﹤0.01%
3,013
-700
21 22
23
24 25