Wolverine Trading Portfolio holdings
AUM
$3.94B
This Quarter Return
+0.64%
1 Year Return
+0.92%
3 Year Return
+6.5%
5 Year Return
+9.58%
10 Year Return
–
AUM
$2.32B
AUM Growth
+$2.32B
(+29%)
Cap. Flow
+$463M
Cap. Flow
% of AUM
19.95%
Top 10 Holdings %
Top 10 Hldgs %
34.86%
Holding
2,403
New
468
Increased
381
Reduced
371
Closed
447
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$157M |
| 2 |
Amazon
AMZN
|
$80.7M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$51.6M |
| 4 |
Tesla
TSLA
|
$50.4M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$26.6M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$41.4M |
| 2 |
Invesco QQQ Trust
QQQ
|
$26.9M |
| 3 |
Citigroup
C
|
$15.8M |
| 4 |
Invesco Taxable Municipal Bond ETF
BAB
|
$15.4M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$14.4M |
Sector Composition
| 1 | Consumer Discretionary | 17.94% |
| 2 | Communication Services | 15.88% |
| 3 | Technology | 15.67% |
| 4 | Financials | 6.51% |
| 5 | Consumer Staples | 5.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2401
AGCO
AGCO
$8.07B
| – | – | -4,615 | Closed | -$279K |
|