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
$3.19B
AUM Growth
-$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,791
New
Increased
Reduced
Closed

Top Buys

1
+$892M
2
+$164M
3
+$72.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$38.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$27.6M

Top Sells

1
+$177M
2
+$47.9M
3
+$27.1M
4
AMAT icon
Applied Materials
AMAT
+$26.9M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$25.1M

Sector Composition

1 Consumer Discretionary 12.32%
2 Technology 10.39%
3 Financials 7.91%
4 Communication Services 5.51%
5 Healthcare 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
0
2002
– –
0
2003
– –
-13,888
2004
– –
0
2005
– –
0
2006
– –
0
2007
– –
0
2008
– –
0
2009
– –
-10,407
2010
– –
-14,296
2011
– –
0
2012
– –
0
2013
– –
-35,123
2014
– –
0
2015
– –
-22,520
2016
– –
-58,403
2017
– –
-7,964
2018
– –
0
2019
– –
0
2020
– –
0
2021
– –
0
2022
– –
-2,304
2023
– –
-16,652
2024
– –
-8,567
2025
– –
-11,240
79 80
81
82 83