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
$6.38B
AUM Growth
+$963M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,873
New
Increased
Reduced
Closed

Top Buys

1
+$745M
2
+$28.7M
3
+$17.1M
4
XOM icon
Exxon Mobil
XOM
+$15.3M
5
ARR
Armour Residential REIT
ARR
+$6.91M

Top Sells

1
+$53.3M
2
+$32.8M
3
+$24.4M
4
COIN icon
Coinbase
COIN
+$16.5M
5
NFLX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$793M 6.8%
1,668,267
+1,568,117
2
$49.3M 0.42%
379,833
-13,364
3
$28.7M 0.25%
+221,378
4
$26.4M 0.23%
693,268
-8,976
5
$17.1M 0.15%
+116,993
6
$15.4M 0.13%
277,239
+31,326
7
$15.3M 0.13%
+152,870
8
$12M 0.1%
242,080
+110,460
9
$11.6M 0.1%
297,817
+49,189
10
$11.4M 0.1%
140,621
+4,652
11
$10.9M 0.09%
64,437
+2,532
12
$10.1M 0.09%
904,648
+131,405
13
$9.71M 0.08%
895,145
+528,547
14
$9.7M 0.08%
79,000
-5,000
15
$9.46M 0.08%
864,610
+210,706
16
$9.41M 0.08%
186,318
+77,753
17
$9.31M 0.08%
153,284
-40,760
18
$9.29M 0.08%
65,917
+14,174
19
$8.98M 0.08%
795,100
+586,463
20
$8.86M 0.08%
635,920
-134,991
21
$8.16M 0.07%
32,858
+20,106
22
$7.97M 0.07%
710,700
+900
23
$7.89M 0.07%
925,260
-50,733
24
$7.2M 0.06%
119,944
+1,841
25
$7.17M 0.06%
679,974
+376,681
1
2 3 4 5