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
$2.56B
AUM Growth
-$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,314
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$38.9M
3
+$32.6M
4
SLV icon
iShares Silver Trust
SLV
+$26.1M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$25.4M

Top Sells

1
+$321M
2
+$41.4M
3
+$35.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$24.3M
5
JPM icon
JPMorgan Chase
JPM
+$20.8M

Sector Composition

1 Consumer Discretionary 16.56%
2 Technology 14.75%
3 Healthcare 10.87%
4 Communication Services 7.71%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
0
2002
– –
-2,848
2003
– –
-6,130
2004
– –
-52,158
2005
– –
-28,110
2006
– –
0
2007
– –
0
2008
– –
-12,642
2009
– –
-5,479
2010
– –
0
2011
– –
-1,750
2012
– –
0
2013
– –
-6,019
2014
– –
0
2015
– –
0
2016
– –
0
2017
– –
-3,268
2018
– –
0
2019
– –
0
2020
– –
0
2021
– –
0
2022
– –
-11,792
2023
– –
-8,609
2024
– –
0
2025
– –
0
79 80
81
82 83