Wolverine Trading

Wolverine Trading Portfolio holdings

AUM $4.96B
1-Year Est. Return 1.16%
This Quarter Est. Return
1 Year Est. Return
+1.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
+$519M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,403
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$80.7M
3
+$51.6M
4
TSLA icon
Tesla
TSLA
+$50.4M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$26.6M

Top Sells

1
+$41.4M
2
+$26.9M
3
+$15.8M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$15.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14.4M

Sector Composition

1 Consumer Discretionary 17.94%
2 Communication Services 15.88%
3 Technology 15.63%
4 Financials 6.51%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
0
2002
– –
0
2003
– –
-436
2004
– –
0
2005
– –
0
2006
– –
0
2007
– –
-27,839
2008
– –
0
2009
– –
0
2010
– –
0
2011
– –
0
2012
– –
-8,058
2013
– –
-3,162
2014
– –
-21,053
2015
– –
0
2016
– –
0
2017
– –
0
2018
– –
0
2019
– –
0
2020
– –
-76,002
2021
– –
-61,675
2022
– –
0
2023
– –
-9,368
2024
– –
-27,034
2025
– –
0
79 80
81
82 83