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
$4.86B
AUM Growth
+$1.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,133
New
Increased
Reduced
Closed

Top Buys

1
+$378M
2
+$202M
3
+$155M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$70.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$67.6M

Top Sells

1
+$57.2M
2
+$50.8M
3
+$32.6M
4
CI icon
Cigna
CI
+$21M
5
MDB icon
MongoDB
MDB
+$20M

Sector Composition

1 Technology 22.47%
2 Consumer Discretionary 14.38%
3 Financials 10.48%
4 Communication Services 9.73%
5 Healthcare 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
0
2002
– –
-21,097
2003
– –
-16,518
2004
– –
0
2005
– –
-27,362
2006
– –
-30,134
2007
– –
-11,213
2008
– –
0
2009
– –
0
2010
– –
0
2011
– –
-11,566
2012
– –
0
2013
– –
-17,856
2014
– –
-1,634
2015
– –
0
2016
– –
0
2017
– –
0
2018
– –
0
2019
– –
0
2020
– –
0
2021
– –
-4,175
2022
– –
0
2023
– –
-12,771
2024
– –
-7,260
2025
– –
0
79 80
81
82 83