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
51
$7.4M 0.09%
+750,000
52
$6.95M 0.08%
511,388
-25,000
53
$6.86M 0.08%
14,590
+13,869
54
$6.85M 0.08%
+41,541
55
$6.82M 0.08%
+126,204
56
$6.8M 0.08%
661,138
+415,808
57
$6.7M 0.08%
314,086
+218,675
58
$6.66M 0.08%
+88,953
59
$6.55M 0.08%
6,719
-5,160
60
$6.41M 0.07%
478,000
+90,000
61
$6.29M 0.07%
431,056
-369,300
62
$6.18M 0.07%
91,037
+22,900
63
$6.14M 0.07%
93,745
-79,804
64
$6.14M 0.07%
+603,000
65
$6.1M 0.07%
42,715
+35,302
66
$6.07M 0.07%
591,073
-60,149
67
$5.97M 0.07%
+600,000
68
$5.92M 0.07%
322,223
+136,875
69
$5.91M 0.07%
312,629
+301,174
70
$5.88M 0.07%
337,549
+118,994
71
$5.88M 0.07%
120,562
+26,756
72
$5.87M 0.07%
947,501
+653,223
73
$5.84M 0.07%
58,500
+35,000
74
$5.83M 0.07%
+563,363
75
$5.8M 0.07%
368,075
+235,977
1 2
3
4 5