WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
-4.61%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$5.07B
AUM Growth
-$307M
(-5.7%)
Cap. Flow
-$3.6B
Cap. Flow
% of AUM
-71.15%
Top 10 Holdings %
Top 10 Hldgs %
26.55%
Holding
1,651
New
457
Increased
290
Reduced
218
Closed
331
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$129M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$117M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$32.1M |
| 4 |
Amazon
AMZN
|
+$20.4M |
| 5 |
VRTSP
Virtus Investment Partners, Inc. 7.25% Series D Mandatory Convertible Preferred Stock
VRTSP
|
+$17.4M |
Sector Composition
| 1 | Real Estate | 3.79% |
| 2 | Industrials | 2.17% |
| 3 | Technology | 2.09% |
| 4 | Financials | 1.76% |
| 5 | Consumer Discretionary | 1.44% |
