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
$2.56B
AUM Growth
-$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,314
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$38.9M
3
+$32.6M
4
SLV icon
iShares Silver Trust
SLV
+$26.1M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$25.4M

Top Sells

1
+$321M
2
+$41.4M
3
+$35.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$24.3M
5
JPM icon
JPMorgan Chase
JPM
+$20.8M

Sector Composition

1 Consumer Discretionary 16.56%
2 Technology 14.75%
3 Healthcare 10.87%
4 Communication Services 7.71%
5 Financials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
0
2027
– –
0
2028
– –
-2,180
2029
– –
0
2030
– –
0
2031
– –
-36,635
2032
– –
0
2033
– –
0
2034
– –
-10,115
2035
– –
-3,150
2036
– –
-16,270
2037
– –
-10,973
2038
– –
0
2039
– –
0
2040
– –
0
2041
– –
-21,392
2042
– –
-9,133
2043
– –
0
2044
– –
0
2045
– –
0
2046
– –
0
2047
– –
0
2048
– –
0
2049
– –
0
2050
– –
0
80 81
82
83 84