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 4.48%
2 Technology 1.57%
3 Consumer Discretionary 1.55%
4 Real Estate 1.25%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
– –
0
1227
– –
-188
1228
– –
0
1229
– –
-24,000
1230
– –
-28,699
1231
– –
-45,468
1232
– –
-121,250
1233
– –
-524
1234
– –
-122,440
1235
– –
-45,616
1236
– –
-3,120
1237
– –
-2,747
1238
– –
-123,844
1239
– –
-50,000
1240
– –
-77
1241
– –
-969
1242
– –
-27,400
1243
– –
-28,000
1244
– –
-125,578
1245
– –
-12,407
1246
– –
-70,255
1247
– –
-28,019
1248
– –
0
1249
– –
-3,096
1250
– –
-21,447
48 49
50
51 52