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
551
$277K ﹤0.01%
7,200
552
$277K ﹤0.01%
214,900
+75,000
553
$270K ﹤0.01%
14,092
+2,092
554
$268K ﹤0.01%
+26,144
555
$264K ﹤0.01%
16,270
-37,181
556
$264K ﹤0.01%
34,025
-42,775
557
$263K ﹤0.01%
7,139
558
$262K ﹤0.01%
22,315
-225,000
559
$261K ﹤0.01%
187,900
+162,900
560
$260K ﹤0.01%
+20,669
561
$260K ﹤0.01%
3,258
-12,417
562
$257K ﹤0.01%
3,966
563
$257K ﹤0.01%
25,000
564
$255K ﹤0.01%
21,136
-7,560
565
$251K ﹤0.01%
+10
566
$251K ﹤0.01%
5,700
567
$249K ﹤0.01%
38,263
-67,249
568
$246K ﹤0.01%
+11,379
569
$245K ﹤0.01%
6,339
-13,034
570
$245K ﹤0.01%
152,274
+52,659
571
$244K ﹤0.01%
+2,046
572
$243K ﹤0.01%
2,717
+2,216
573
$243K ﹤0.01%
+5,032
574
$241K ﹤0.01%
13,859
575
$239K ﹤0.01%
51,330
21 22
23
24 25