WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
+1.07%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$8B
AUM Growth
+$730M
(+10%)
Cap. Flow
-$5.84B
Cap. Flow
% of AUM
-73.02%
Top 10 Holdings %
Top 10 Hldgs %
31.93%
Holding
1,770
New
411
Increased
307
Reduced
324
Closed
369
Top Buys
| 1 |
DHR.PRA
Danaher Corporation 4.75% Mandatory Convertible Preferred Stock, Series A
DHR.PRA
|
+$29.5M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$19.6M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$17.2M |
| 4 |
PCGU
PG&E Corporation
PCGU
|
+$16M |
| 5 |
Lucid Motors
LCID
|
+$14.3M |
Top Sells
Sector Composition
| 1 | Real Estate | 1.71% |
| 2 | Consumer Discretionary | 1.38% |
| 3 | Industrials | 1.25% |
| 4 | Technology | 0.98% |
| 5 | Financials | 0.96% |
