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
$2.07B
AUM Growth
-$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,391
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$34.4M
3
+$16.1M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.7M

Top Sells

1
+$124M
2
+$60.2M
3
+$55.4M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$47.7M
5
AMZN icon
Amazon
AMZN
+$46.1M

Sector Composition

1 Consumer Discretionary 18.37%
2 Technology 14.08%
3 Financials 9.57%
4 Communication Services 8.64%
5 Healthcare 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-11,384
2002
– –
0
2003
– –
0
2004
– –
0
2005
– –
0
2006
– –
-11,242
2007
– –
-3,899
2008
– –
-41,242
2009
– –
-6,989
2010
– –
-14,002
2011
– –
0
2012
– –
0
2013
– –
-9,690
2014
– –
-13,160
2015
– –
0
2016
– –
0
2017
– –
0
2018
– –
-16,711
2019
– –
0
2020
– –
0
2021
– –
0
2022
– –
-10,392
2023
– –
-4,321
2024
– –
-10,177
2025
– –
-1,637
79 80
81
82 83