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
$6.38B
AUM Growth
+$963M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,873
New
Increased
Reduced
Closed

Top Buys

1
+$745M
2
+$28.7M
3
+$17.1M
4
XOM icon
Exxon Mobil
XOM
+$15.3M
5
ARR
Armour Residential REIT
ARR
+$6.91M

Top Sells

1
+$53.3M
2
+$32.8M
3
+$24.4M
4
COIN icon
Coinbase
COIN
+$16.5M
5
NFLX icon
Netflix
NFLX
+$15.1M

Sector Composition

1 Financials 4.51%
2 Consumer Discretionary 1.55%
3 Technology 1.53%
4 Real Estate 1.25%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$29 ﹤0.01%
965
1202
$27 ﹤0.01%
550
1203
$25 ﹤0.01%
1,000
1204
$21 ﹤0.01%
600
-1,706
1205
$21 ﹤0.01%
4,040
+3,456
1206
$18 ﹤0.01%
+400
1207
$18 ﹤0.01%
146
-320
1208
$17 ﹤0.01%
940
1209
$14 ﹤0.01%
1,000
1210
$13 ﹤0.01%
3,098
1211
$13 ﹤0.01%
+1
1212
$13 ﹤0.01%
2
1213
$12 ﹤0.01%
+3,000
1214
$11 ﹤0.01%
+3,912
1215
$7 ﹤0.01%
+1,200
1216
$5 ﹤0.01%
1
-14
1217
– –
-123,844
1218
– –
-50,000
1219
– –
-77
1220
– –
-969
1221
– –
-27,400
1222
– –
-7,245
1223
– –
0
1224
– –
-10,000
1225
– –
-1
47 48
49
50 51