WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
+1.19%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$5.31B
AUM Growth
-$325M
(-5.8%)
Cap. Flow
-$3.84B
Cap. Flow
% of AUM
-72.28%
Top 10 Holdings %
Top 10 Hldgs %
29.65%
Holding
1,891
New
212
Increased
330
Reduced
382
Closed
289
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$370M |
| 2 |
IIVI
Coherent Corp. 6.00% Series A Mandatory Convertible Preferred Stock
IIVI
|
+$33.3M |
| 3 |
NIMC
NiSource Inc. Series A Corporate Units
NIMC
|
+$10.6M |
| 4 |
Boeing
BA
|
+$8.36M |
| 5 |
Cloudflare
NET
|
+$6.05M |
Top Sells
| 1 |
Merck
MRK
|
+$34.3M |
| 2 |
Bitcoin Depot
BTM
|
+$14.8M |
| 3 |
BSX.PRA
Boston Scientific Corporation 5.50% Mandatory Convertible Preferred Stock, Series A
BSX.PRA
|
+$14.4M |
| 4 |
Visa
V
|
+$12.7M |
| 5 |
GOGN
GoGreen Investments Corporation
GOGN
|
+$12M |
Sector Composition
| 1 | Financials | 6.59% |
| 2 | Industrials | 2.31% |
| 3 | Healthcare | 1.63% |
| 4 | Technology | 1.61% |
| 5 | Real Estate | 1.34% |