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
$3.3B
AUM Growth
-$2.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,415
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$123M
3
+$122M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$66.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$60.1M

Top Sells

1
+$167M
2
+$166M
3
+$162M
4
ZTO icon
ZTO Express
ZTO
+$152M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$152M

Sector Composition

1 Technology 10.52%
2 Consumer Discretionary 7.28%
3 Communication Services 5.35%
4 Industrials 4.8%
5 Financials 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-15,866
2002
– –
0
2003
– –
0
2004
– –
0
2005
– –
-34,039
2006
– –
-7,467
2007
– –
0
2008
– –
0
2009
– –
0
2010
– –
0
2011
– –
0
2012
– –
-20,374
2013
– –
0
2014
– –
0
2015
– –
0
2016
– –
0
2017
– –
0
2018
– –
-14,939
2019
– –
0
2020
– –
0
2021
– –
-151,703
2022
– –
0
2023
– –
0
2024
– –
0
2025
– –
0
79 80
81
82 83