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 9.95%
2 Real Estate 5.39%
3 Industrials 4.85%
4 Financials 3.88%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$3K ﹤0.01%
65
977
$3K ﹤0.01%
+14,962
978
$3K ﹤0.01%
322
-36,066
979
– –
0
980
$2K ﹤0.01%
93
981
$2K ﹤0.01%
364
-41,144
982
$2K ﹤0.01%
+300
983
$2K ﹤0.01%
+298
984
$2K ﹤0.01%
63
985
$2K ﹤0.01%
+3,333
986
$1K ﹤0.01%
64
-24,740
987
$1K ﹤0.01%
6
-127
988
$1K ﹤0.01%
+28
989
$1K ﹤0.01%
19
-335
990
– –
0
991
$1K ﹤0.01%
5,800
992
$1K ﹤0.01%
10,000
993
$1K ﹤0.01%
1,020
+975
994
$1K ﹤0.01%
+7,341
995
– –
-4,800
996
– –
-31,000
997
– –
-39,700
998
– –
0
999
– –
-26,470
1000
– –
0
38 39
40
41 42