WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
+1.84%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$5.37B
AUM Growth
+$711M
(+15%)
Cap. Flow
-$2.89B
Cap. Flow
% of AUM
-53.75%
Top 10 Holdings %
Top 10 Hldgs %
23.81%
Holding
1,479
New
260
Increased
290
Reduced
225
Closed
285
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$129M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$79.6M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$32.1M |
| 4 |
Broadcom
AVGO
|
+$24M |
| 5 |
Amazon
AMZN
|
+$20.3M |
Top Sells
Sector Composition
| 1 | Real Estate | 4.36% |
| 2 | Consumer Discretionary | 2.59% |
| 3 | Technology | 2.4% |
| 4 | Industrials | 2.32% |
| 5 | Healthcare | 1.28% |
