Wolverine Trading Portfolio holdings
AUM
$3.94B
1-Year Return
0.92%
This Quarter Return
-0.29%
1 Year Return
+0.92%
3 Year Return
+6.5%
5 Year Return
+9.58%
10 Year Return
–
AUM
$9.99B
AUM Growth
+$2.54B
(+34%)
Cap. Flow
+$2.65B
Cap. Flow
% of AUM
26.55%
Top 10 Holdings %
Top 10 Hldgs %
73.99%
Holding
2,383
New
397
Increased
393
Reduced
334
Closed
326
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.73B |
| 2 |
Microsoft
MSFT
|
+$369M |
| 3 |
NVIDIA
NVDA
|
+$315M |
| 4 |
Tesla
TSLA
|
+$275M |
| 5 |
Apple
AAPL
|
+$174M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.23B |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$218M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$152M |
| 4 |
UnitedHealth
UNH
|
+$97.3M |
| 5 |
Amazon
AMZN
|
+$74.6M |
Sector Composition
| 1 | Technology | 19.51% |
| 2 | Communication Services | 7.73% |
| 3 | Consumer Discretionary | 7.08% |
| 4 | Financials | 2.46% |
| 5 | Healthcare | 1.78% |
