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
$2.6B
AUM Growth
-$587M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,619
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$201M
3
+$91.2M
4
IYR icon
iShares US Real Estate ETF
IYR
+$41.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$41.2M

Top Sells

1
+$935M
2
+$89.1M
3
+$69.1M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$63.4M
5
META icon
Meta Platforms (Facebook)
META
+$36.7M

Sector Composition

1 Technology 17.22%
2 Consumer Discretionary 13.79%
3 Financials 7.58%
4 Communication Services 5.21%
5 Energy 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
0
2002
– –
-9,935
2003
– –
0
2004
– –
-8,704
2005
– –
0
2006
– –
0
2007
– –
-10,075
2008
– –
-27,615
2009
– –
-25,691
2010
– –
0
2011
– –
-10,925
2012
– –
-22,986
2013
– –
0
2014
– –
0
2015
– –
-4,921
2016
– –
-2,960
2017
– –
0
2018
– –
0
2019
– –
0
2020
– –
0
2021
– –
0
2022
– –
0
2023
– –
0
2024
– –
-2,047
2025
– –
0
79 80
81
82 83