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
$4.57B
AUM Growth
-$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$81.5M
3
+$63.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$41.7M
5
AABA
Altaba Inc
AABA
+$35.8M

Top Sells

1
+$14.5M
2
+$13.9M
3
+$12.8M
4
BKHU
Black Hills Corporation
BKHU
+$12.8M
5
DD icon
DuPont de Nemours
DD
+$12M

Sector Composition

1 Technology 9.96%
2 Real Estate 5.39%
3 Industrials 4.84%
4 Financials 3.88%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.93M 0.07%
+90,486
77
$5.86M 0.07%
+116,273
78
$5.85M 0.07%
571,740
79
$5.84M 0.07%
33,974
+18,633
80
$5.72M 0.07%
433,988
+60,138
81
$5.72M 0.07%
136,169
+88,931
82
$5.66M 0.07%
67,835
+5,690
83
$5.66M 0.07%
349,390
+12,264
84
$5.54M 0.07%
106,335
+21,099
85
$5.52M 0.07%
331,028
+259,024
86
$5.32M 0.06%
568,095
+245,515
87
$5.24M 0.06%
+151,340
88
$5.2M 0.06%
+360,429
89
$5.18M 0.06%
+48,687
90
$5.18M 0.06%
+65,361
91
$5.18M 0.06%
+92,948
92
$5.17M 0.06%
+499,056
93
$5.15M 0.06%
228,944
-297,331
94
$5.08M 0.06%
40,000
+5,961
95
$4.95M 0.06%
40,000
-7,500
96
$4.93M 0.06%
+234,557
97
$4.93M 0.06%
+275,000
98
$4.73M 0.06%
82,446
-14,113
99
$4.67M 0.06%
51,393
+24,878
100
$4.65M 0.06%
79,629
+10,890
2 3
4
5 6