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
901
$1K ﹤0.01%
19
902
$1K ﹤0.01%
63
903
$1K ﹤0.01%
+2,400
904
– –
-417,800
905
– –
-6,700
906
– –
-516,711
907
– –
-23,300
908
– –
-295,318
909
– –
-65,253
910
– –
-110,000
911
– –
-100,100
912
– –
-12,157
913
– –
-17,177
914
– –
-27,000
915
– –
-100,000
916
– –
-88,565
917
– –
-43,543
918
– –
-6,732
919
– –
-173,129
920
– –
-97,561
921
– –
-71,800
922
– –
-32,200
923
– –
-37,397
924
– –
-8,923
925
– –
-90,983
35 36
37
38 39