Wolverine Trading

Wolverine Trading Portfolio holdings

AUM $4.96B
1-Year Est. Return 31.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.97B
AUM Growth
+$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,762
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$137M
3
+$113M
4
IYR icon
iShares US Real Estate ETF
IYR
+$56.5M
5
TSLA icon
Tesla
TSLA
+$50.3M

Top Sells

1
+$659M
2
+$117M
3
+$110M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$47.4M
5
GLD icon
SPDR Gold Trust
GLD
+$44.9M

Sector Composition

1 Consumer Discretionary 24.11%
2 Technology 14.19%
3 Communication Services 11.14%
4 Financials 7.51%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-4,399
2002
– –
0
2003
– –
-2,925
2004
– –
-41,780
2005
– –
0
2006
– –
-3,487
2007
– –
-4,227
2008
– –
0
2009
– –
0
2010
– –
-70,759
2011
– –
-2,489
2012
– –
-6
2013
– –
-10,851
2014
– –
-23,921
2015
– –
0
2016
– –
-26,917
2017
– –
-183
2018
– –
0
2019
– –
0
2020
– –
-27,636
2021
– –
-31,344
2022
– –
0
2023
– –
-16,953
2024
– –
0
2025
– –
0
79 80
81
82 83