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
$2.98B
AUM Growth
-$991M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,474
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$145M
3
+$97.1M
4
AAPL icon
Apple
AAPL
+$44.9M
5
BABA icon
Alibaba
BABA
+$35M

Top Sells

1
+$296M
2
+$103M
3
+$79.6M
4
BIDU icon
Baidu
BIDU
+$35.6M
5
DIS icon
Walt Disney
DIS
+$35.1M

Sector Composition

1 Consumer Discretionary 13.92%
2 Technology 13.65%
3 Communication Services 13.04%
4 Financials 11.41%
5 Healthcare 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-4,658
2002
– –
0
2003
– –
-9,197
2004
– –
-1,630
2005
– –
0
2006
– –
-8,862
2007
– –
0
2008
– –
-10,064
2009
– –
0
2010
– –
0
2011
– –
0
2012
– –
-9,476
2013
– –
-6,448
2014
– –
0
2015
– –
0
2016
– –
0
2017
– –
-16,926
2018
– –
0
2019
– –
-1,719
2020
– –
0
2021
– –
-13,990
2022
– –
0
2023
– –
0
2024
– –
0
2025
– –
-16,821
79 80
81
82 83