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
$4.57B
AUM Growth
-$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,515
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$81.5M
3
+$63.5M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$41.7M
5
AABA
Altaba Inc
AABA
+$35.8M

Top Sells

1
+$14.5M
2
+$13.9M
3
+$12.8M
4
BKHU
Black Hills Corporation
BKHU
+$12.8M
5
DD icon
DuPont de Nemours
DD
+$12M

Sector Composition

1 Technology 9.96%
2 Real Estate 5.39%
3 Industrials 4.84%
4 Financials 3.88%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.33M 0.04%
+181,922
152
$3.3M 0.04%
504,996
+468,049
153
$3.29M 0.04%
16,464
154
$3.29M 0.04%
56,108
-32,412
155
$3.28M 0.04%
258,709
+34,682
156
$3.26M 0.04%
68,169
+26,787
157
$3.24M 0.04%
57,367
+14,367
158
$3.23M 0.04%
65,210
-103,070
159
$3.23M 0.04%
428,832
+231,006
160
$3.21M 0.04%
333,000
+250,000
161
$3.19M 0.04%
87,934
-19,607
162
$3.15M 0.04%
38,697
+16,197
163
$3.14M 0.04%
+848,859
164
$3.13M 0.04%
791,010
+727,990
165
$3.1M 0.04%
34,803
+12,944
166
$3.05M 0.04%
189,616
+79,095
167
$3.04M 0.04%
151,718
+17,283
168
$3.03M 0.04%
310,000
169
$3.02M 0.04%
+19,700
170
$3.01M 0.04%
+205,600
171
$3M 0.04%
207,124
172
$2.97M 0.04%
235,167
+9,720
173
$2.96M 0.04%
287,462
+57,462
174
$2.96M 0.04%
144,547
+137,724
175
$2.95M 0.04%
+227,496
5 6
7
8 9