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
51
$5.86M 0.13%
445,356
-93,358
52
$5.79M 0.12%
344,457
+21,700
53
$5.69M 0.12%
+117,311
54
$5.62M 0.12%
453,259
+82,504
55
$5.54M 0.12%
+143,726
56
$5.49M 0.12%
+72,219
57
$5.47M 0.12%
296,447
-67,652
58
$5.34M 0.12%
434,446
+62,505
59
$5.25M 0.11%
+89,119
60
$5.24M 0.11%
153,043
-100,597
61
$5.08M 0.11%
38,597
+26,986
62
$4.95M 0.11%
648,442
+121,344
63
$4.88M 0.11%
105,516
-30,500
64
$4.82M 0.1%
373,400
-1,600
65
$4.74M 0.1%
+145,500
66
$4.7M 0.1%
64,515
+61,536
67
$4.67M 0.1%
161,072
+5,501
68
$4.67M 0.1%
+67,268
69
$4.57M 0.1%
388,136
+12,871
70
$4.54M 0.1%
265,857
+23,100
71
$4.53M 0.1%
63,947
+57,747
72
$4.42M 0.1%
49,138
+25,899
73
$4.27M 0.09%
97,350
-36,500
74
$4.24M 0.09%
148,999
+131,097
75
$4.16M 0.09%
36,519
+32,420
1 2
3
4 5