WAM

Wolverine Asset Management Portfolio holdings

AUM $5.98B
1-Year Est. Return 2.56%
This Quarter Est. Return
1 Year Est. Return
+2.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.69B
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,701
New
Increased
Reduced
Closed

Top Buys

1
+$72.5M
2
+$53M
3
+$39.6M
4
BABA icon
Alibaba
BABA
+$21.9M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$18.6M

Top Sells

1
+$359M
2
+$53.8M
3
+$25.4M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$22.5M
5
CELG
Celgene Corp
CELG
+$15.5M

Sector Composition

1 Consumer Discretionary 3%
2 Real Estate 2.01%
3 Financials 1.78%
4 Industrials 1.57%
5 Healthcare 1.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.5M 1.45%
+1,438,969
2
$53M 1.06%
+382,393
3
$39.6M 0.79%
+38,495
4
$26.7M 0.53%
408,885
+253,885
5
$26.4M 0.53%
450,000
-7,485
6
$25.5M 0.51%
695,930
+24,405
7
$22.1M 0.44%
266,038
+263,418
8
$19.2M 0.38%
192,750
-1,200
9
$18.6M 0.37%
+371,504
10
$17.6M 0.35%
+138,648
11
$17.5M 0.35%
511,841
+2,253
12
$14.3M 0.29%
150,168
-37,802
13
$13.6M 0.27%
139,322
+88,247
14
$12.6M 0.25%
109,656
-134,723
15
$12.6M 0.25%
126,887
-16,251
16
$11.4M 0.23%
635,181
+586,740
17
$11.4M 0.23%
73,353
+49,443
18
$11.3M 0.23%
530,814
+490,600
19
$10.5M 0.21%
68,591
+48,393
20
$10.2M 0.2%
128,747
-28,089
21
$9.94M 0.2%
80,000
-20,000
22
$9.78M 0.19%
202,427
-425
23
$9.72M 0.19%
488,174
+218,174
24
$9.47M 0.19%
91,780
-1,377
25
$9.27M 0.18%
88,400
+500
1
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