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
626
$81K ﹤0.01%
52,000
+25,000
627
$79K ﹤0.01%
+3,666
628
$79K ﹤0.01%
3,600
629
$79K ﹤0.01%
+5,462
630
$78K ﹤0.01%
3,100
+200
631
$77K ﹤0.01%
2,900
632
$77K ﹤0.01%
+8,200
633
$75K ﹤0.01%
+2,139
634
$75K ﹤0.01%
2,300
-3,550
635
$75K ﹤0.01%
+5,494
636
$73K ﹤0.01%
+700
637
$73K ﹤0.01%
3,400
-1,800
638
$73K ﹤0.01%
13,400
+7,100
639
$72K ﹤0.01%
+1,200
640
$71K ﹤0.01%
45,003
-161,365
641
$71K ﹤0.01%
54,323
-4,000
642
$71K ﹤0.01%
5,425
-2,298
643
$71K ﹤0.01%
+4,000
644
$69K ﹤0.01%
+2,024
645
$68K ﹤0.01%
+76
646
$67K ﹤0.01%
+2,500
647
$67K ﹤0.01%
3,341
-1,900
648
$65K ﹤0.01%
600
-600
649
$63K ﹤0.01%
+2,348
650
$63K ﹤0.01%
3,538
24 25
26
27 28