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
1701
– –
-10,212
1702
– –
0
1703
– –
0
1704
– –
-1,793
1705
– –
-4,340
1706
– –
-10
1707
– –
0
1708
– –
0
1709
– –
-31
1710
– –
0
1711
– –
-600
1712
– –
-7,927
1713
– –
-49,190
1714
– –
-12,271
1715
– –
-29,586
1716
– –
-1,727
1717
– –
-25,495
1718
– –
-29,335
1719
– –
0
1720
– –
-4,843
1721
– –
-1,295
1722
– –
0
1723
– –
0
1724
– –
0
1725
– –
-116,390
66 67 68
69
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