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
1601
– –
-4,874
1602
– –
0
1603
– –
0
1604
– –
-254,320
1605
– –
-3,070
1606
– –
0
1607
– –
-11,273
1608
– –
-1,554
1609
– –
-28,000
1610
– –
-125,578
1611
– –
-12,407
1612
– –
-9,488
1613
– –
-70,255
1614
– –
-33,294
1615
– –
-28,019
1616
– –
0
1617
– –
-3,096
1618
– –
-21,447
1619
– –
-1,780
1620
– –
-8,746
1621
– –
-47,394
1622
– –
-252,031
1623
– –
-520,910
1624
– –
-964
1625
– –
0
63 64
65
66 67