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
$5.37B
AUM Growth
+$711M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,479
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$79.6M
3
+$32.1M
4
AVGO icon
Broadcom
AVGO
+$24M
5
AMZN icon
Amazon
AMZN
+$20.3M

Top Sells

1
+$24.3M
2
+$19.5M
3
+$12.9M
4
CCI.PRA
Crown Castle International Corp. 6.875% Mandatory Convertible Preferred Stock, Series A
CCI.PRA
+$12.4M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$10.6M

Sector Composition

1 Real Estate 4.36%
2 Consumer Discretionary 2.59%
3 Technology 2.4%
4 Industrials 2.32%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.87M 0.03%
156,344
+58,056
152
$2.84M 0.03%
77,697
+52,697
153
$2.83M 0.03%
259,066
+204,102
154
$2.77M 0.03%
+275,000
155
$2.77M 0.03%
449
+166
156
$2.71M 0.03%
260,534
+248,034
157
$2.7M 0.03%
40,000
-20,000
158
$2.69M 0.03%
+50,000
159
$2.66M 0.03%
+33,899
160
$2.66M 0.03%
568
+438
161
$2.63M 0.03%
258,900
-500,000
162
$2.62M 0.03%
+398,540
163
$2.61M 0.03%
241,835
-174,665
164
$2.61M 0.03%
262,000
+62,000
165
$2.59M 0.03%
50,359
+17,956
166
$2.58M 0.03%
8,333
-1,667
167
$2.57M 0.03%
181,629
-13,797
168
$2.56M 0.03%
125,246
-78,577
169
$2.55M 0.03%
255,471
-94,523
170
$2.54M 0.03%
49,311
171
$2.51M 0.03%
+17,000
172
$2.51M 0.03%
+78,324
173
$2.43M 0.03%
+185,000
174
$2.42M 0.03%
180,887
-447,696
175
$2.42M 0.03%
+53,027
5 6
7
8 9