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
801
$4K ﹤0.01%
2,200
-35,681
802
$4K ﹤0.01%
+300
803
$4K ﹤0.01%
14,200
-4,800
804
$4K ﹤0.01%
5,929
-24,097
805
$3K ﹤0.01%
+91
806
$3K ﹤0.01%
+93
807
$3K ﹤0.01%
400
808
$3K ﹤0.01%
332
-7,578
809
$3K ﹤0.01%
198
810
$3K ﹤0.01%
+290
811
$3K ﹤0.01%
66
-13,200
812
$2K ﹤0.01%
+52
813
$2K ﹤0.01%
+231
814
$2K ﹤0.01%
+186
815
$1K ﹤0.01%
+100
816
$1K ﹤0.01%
100
-2,200
817
$1K ﹤0.01%
+168
818
$1K ﹤0.01%
+116
819
$1K ﹤0.01%
1,761
-4,006
820
$1K ﹤0.01%
105
+30
821
$1K ﹤0.01%
+5,000
822
$1K ﹤0.01%
82
-9,052
823
$1K ﹤0.01%
96
-5,536
824
$1K ﹤0.01%
6,708
+1,300
825
– –
-56,243
31 32
33
34 35