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
1501
– –
-5,826
1502
– –
-86,432
1503
– –
-3,284
1504
– –
-43,190
1505
– –
-63,571
1506
– –
-3,604
1507
– –
-2,880
1508
– –
-60,620
1509
– –
-68,862
1510
– –
-7,632
1511
– –
0
1512
– –
-725
1513
– –
-5,757
1514
– –
-35,091
1515
– –
0
1516
– –
0
1517
– –
-3,000
1518
– –
-61,491
1519
– –
-407
1520
– –
-156,089
1521
– –
-964
1522
– –
-22,740
1523
– –
0
1524
– –
-2,847
1525
– –
-36,582
59 60
61
62 63