Wolverine Trading

Wolverine Trading Portfolio holdings

AUM $3.94B
1-Year Est. Return 0.92%
This Quarter Est. Return
1 Year Est. Return
+0.92%
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
+$102M
2
+$38.5M
3
+$29.1M
4
SLV icon
iShares Silver Trust
SLV
+$26.9M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$24.4M

Top Sells

1
+$321M
2
+$42.8M
3
+$35.4M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$24.3M
5
JPM icon
JPMorgan Chase
JPM
+$21.6M

Sector Composition

1 Consumer Discretionary 16.56%
2 Technology 14.77%
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
1
$175M 0.5%
2,024,860
+57,460
2
$135M 0.39%
723,071
+544,083
3
$55.7M 0.16%
597,325
+69,189
4
$50M 0.14%
92,275
+53,742
5
$49.3M 0.14%
804,140
-698,720
6
$40.6M 0.12%
2,481,682
+1,643,563
7
$40M 0.12%
9,309,640
-646,800
8
$38.5M 0.11%
+254,517
9
$37.3M 0.11%
399,614
+20,239
10
$31.4M 0.09%
1,354,997
+1,053,597
11
$29.4M 0.08%
177,136
-45,174
12
$28.3M 0.08%
227,500
13
$27.8M 0.08%
194,822
+47,121
14
$26M 0.07%
374,853
+58,514
15
$24.2M 0.07%
175,425
+74,193
16
$23.3M 0.07%
+165,318
17
$22.8M 0.07%
128,925
+92,996
18
$21.2M 0.06%
98,484
+46,294
19
$19.3M 0.06%
368,232
+253,384
20
$17.7M 0.05%
306,148
-11,992
21
$17.5M 0.05%
62,948
+15,370
22
$17.2M 0.05%
161,494
+71,429
23
$16.6M 0.05%
79,884
-25,565
24
$16.1M 0.05%
258,564
+94,138
25
$14.8M 0.04%
242,080
-80,500
1
2 3 4 5