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 4.51%
2 Consumer Discretionary 1.55%
3 Technology 1.53%
4 Real Estate 1.25%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-16,000
1502
– –
0
1503
– –
-8,396
1504
– –
0
1505
– –
0
1506
– –
-8,500
1507
– –
0
1508
– –
-49,200
1509
– –
0
1510
– –
-49,804
1511
– –
-110,231
1512
– –
0
1513
– –
-136,017
1514
– –
-2,400
1515
– –
-36
1516
– –
0
1517
– –
-6,985
1518
– –
-70,863
1519
– –
0
1520
– –
-6,429
1521
– –
-1,506
1522
– –
-3,925
1523
– –
-8,901
1524
– –
-11,408
1525
– –
-5,000
59 60
61
62 63