Wolverine Trading Portfolio holdings
AUM
$3.94B
This Quarter Return
-0.24%
1 Year Return
+0.92%
3 Year Return
+6.5%
5 Year Return
+9.58%
10 Year Return
–
AUM
$3.39B
AUM Growth
+$3.39B
(-54%)
Cap. Flow
-$3.65B
Cap. Flow
% of AUM
-107.44%
Top 10 Holdings %
Top 10 Hldgs %
24.34%
Holding
3,029
New
515
Increased
368
Reduced
614
Closed
637
Top Buys
| 1 |
Amazon
AMZN
|
$332M |
| 2 |
Boeing
BA
|
$75.3M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$60.1M |
| 4 |
SPDR S&P Retail ETF
XRT
|
$57.2M |
| 5 |
Applied Materials
AMAT
|
$43.8M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.48B |
| 2 |
Vanguard Total World Stock ETF
VT
|
$490M |
| 3 |
Microsoft
MSFT
|
$419M |
| 4 |
Consolidated Edison
ED
|
$356M |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$274M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Consumer Discretionary | 19.73% |
| 3 | Financials | 9.41% |
| 4 | Industrials | 7.4% |
| 5 | Communication Services | 6.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
3026
AvePoint
AVPT
$3.41B
| – | – |
0
| – | – |
|
3027
Avantor
AVTR
$8.74B
| – | – |
0
| – | – |
|
3028
Anavex Life Sciences
AVXL
$817M
| – | – |
0
| – | – |
|
3029
American Axle
AXL
$707M
| – | – |
0
| – | – |
|