WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
+0.1%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$3.21B
AUM Growth
-$945M
(-23%)
Cap. Flow
-$3.13B
Cap. Flow
% of AUM
-97.4%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
1,447
New
152
Increased
160
Reduced
234
Closed
395
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$54.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$27.4M |
| 3 |
Herbalife
HLF
|
+$12.6M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
+$9.13M |
| 5 |
DCUA
DOMINION RESOURCES INC. CORP UNIT 2013 SER A (VA)
DCUA
|
+$9.02M |
Top Sells
| 1 |
Apple
AAPL
|
+$134M |
| 2 |
McDonald's
MCD
|
+$74.1M |
| 3 |
Goldman Sachs
GS
|
+$43.7M |
| 4 |
Citigroup
C
|
+$43.7M |
| 5 |
Exxon Mobil
XOM
|
+$42.2M |
Sector Composition
| 1 | Industrials | 3.02% |
| 2 | Energy | 2.54% |
| 3 | Technology | 1.56% |
| 4 | Financials | 1.51% |
| 5 | Consumer Discretionary | 1.38% |