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
1301
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1302
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-68,534
1303
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-57,500
1304
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-10,000
1305
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1306
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-200
1307
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0
1308
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1311
$0 ﹤0.01%
12
1312
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0
1313
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-50,000
1314
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-112,186
1315
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-24,609
1316
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-110,195
1317
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-133,784
1318
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0
1319
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0
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-3,000
1321
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-4
1322
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-35,000
1323
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-48,172
1324
– –
0
1325
– –
-40,000
51 52
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54 55