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

Top Buys

1
+$961M
2
+$196M
3
+$79.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$41.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$29.1M

Top Sells

1
+$203M
2
+$51M
3
+$32.1M
4
SHOP icon
Shopify
SHOP
+$29.8M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$28.7M

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
– –
-20,139
2002
– –
-3,648
2003
– –
0
2004
– –
-11,871
2005
– –
0
2006
– –
-7,067
2007
– –
0
2008
– –
0
2009
– –
-14,949
2010
– –
0
2011
– –
-11,742
2012
– –
0
2013
– –
0
2014
– –
-77,052
2015
– –
0
2016
– –
-11,548
2017
– –
0
2018
– –
0
2019
– –
0
2020
– –
-4,513
2021
– –
0
2022
– –
-4,301
2023
– –
0
2024
– –
-5,840
2025
– –
0
79 80
81
82 83