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
651
$62K ﹤0.01%
+600
652
$62K ﹤0.01%
1,943
-1,980
653
$61K ﹤0.01%
+1,800
654
$60K ﹤0.01%
700
-300
655
$60K ﹤0.01%
3,400
-2,800
656
$59K ﹤0.01%
1,950
-1,200
657
$59K ﹤0.01%
5,838
-1,500
658
$59K ﹤0.01%
1,500
+600
659
$58K ﹤0.01%
27,750
-34,800
660
$58K ﹤0.01%
1,800
-1,200
661
$56K ﹤0.01%
5,480
+3,317
662
$56K ﹤0.01%
6,834
663
$56K ﹤0.01%
+1,002
664
$56K ﹤0.01%
3,740
+2,204
665
$54K ﹤0.01%
1,800
-36,200
666
$54K ﹤0.01%
+5,000
667
$54K ﹤0.01%
20,500
668
$53K ﹤0.01%
1,898
-1,024
669
$53K ﹤0.01%
4,000
-2,500
670
$53K ﹤0.01%
2,623
-7,319
671
$52K ﹤0.01%
5,100
-2,100
672
$52K ﹤0.01%
2,238
673
$52K ﹤0.01%
7,372
+102
674
$52K ﹤0.01%
220
+80
675
$51K ﹤0.01%
+2,900
25 26
27
28 29