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
$4.16B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,526
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$68M
3
+$47.5M
4
GS icon
Goldman Sachs
GS
+$44M
5
MCK icon
McKesson
MCK
+$39.4M

Top Sells

1
+$48M
2
+$32.1M
3
+$26.9M
4
TMUSP
T-Mobile US, Inc.5.50% Mandatory Convertible Preferred Stock, Series A
TMUSP
+$25.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$23.4M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 4.28%
3 Financials 4.13%
4 Industrials 3.53%
5 Energy 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.79M 0.04%
+17,526
202
$1.78M 0.04%
159,588
-3,412
203
$1.77M 0.04%
86,358
+85,340
204
$1.77M 0.04%
75,000
-175,000
205
$1.77M 0.04%
9,465
+8,745
206
$1.76M 0.04%
+75,408
207
$1.75M 0.04%
1,647
+547
208
$1.75M 0.04%
135,649
-677
209
$1.74M 0.04%
50,372
-3,600
210
$1.7M 0.04%
+30,000
211
$1.7M 0.04%
+15,543
212
$1.7M 0.04%
32,800
+30,200
213
$1.7M 0.04%
107,250
+30,500
214
$1.68M 0.04%
25,400
-2,600
215
$1.66M 0.04%
119,253
+44,555
216
$1.65M 0.04%
79,550
+69,900
217
$1.62M 0.03%
+23,258
218
$1.59M 0.03%
147,803
-30,341
219
$1.57M 0.03%
172,353
-39,366
220
$1.57M 0.03%
+67,556
221
$1.54M 0.03%
30,660
-10,220
222
$1.54M 0.03%
22,250
+7,200
223
$1.52M 0.03%
26,987
-23,830
224
$1.5M 0.03%
639
-296
225
$1.49M 0.03%
+55,017
7 8
9
10 11