WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
+1.7%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$6.38B
AUM Growth
+$963M
(+18%)
Cap. Flow
-$3.53B
Cap. Flow
% of AUM
-55.3%
Top 10 Holdings %
Top 10 Hldgs %
32.09%
Holding
1,873
New
260
Increased
350
Reduced
288
Closed
383
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$745M |
| 2 |
Royal Caribbean
RCL
|
$28.7M |
| 3 |
Pinduoduo
PDD
|
$17.1M |
| 4 |
Exxon Mobil
XOM
|
$15.3M |
| 5 |
ARR
Armour Residential REIT
ARR
|
$6.91M |
Top Sells
| 1 |
Apple
AAPL
|
$53.3M |
| 2 |
NIMC
NiSource Inc. Series A Corporate Units
NIMC
|
$32.8M |
| 3 |
Microsoft
MSFT
|
$24.4M |
| 4 |
Coinbase
COIN
|
$16.5M |
| 5 |
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% |
