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
1401
– –
-18,399
1402
– –
-51,313
1403
– –
-484,171
1404
– –
-2,043
1405
– –
-847
1406
– –
-568,923
1407
– –
-244,531
1408
– –
-255,726
1409
– –
-101,175
1410
– –
-225,511
1411
– –
-74,271
1412
– –
-54,422
1413
– –
-254,175
1414
– –
-7,623
1415
– –
-84,511
1416
– –
-300,000
1417
– –
-10,247
1418
– –
-337,786
1419
– –
-162,195
1420
– –
-81,549
1421
– –
-18,314
1422
– –
-93,185
1423
– –
-21,285
1424
– –
-104,868
1425
– –
-142,325
55 56
57
58 59