WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.79B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,393
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$68.2M
3
+$33.3M
4
NSC icon
Norfolk Southern
NSC
+$24.3M
5
MA icon
Mastercard
MA
+$16.9M

Top Sells

1
+$17M
2
+$16.1M
3
+$14.7M
4
BAC icon
Bank of America
BAC
+$13.7M
5
UNP icon
Union Pacific
UNP
+$10.7M

Sector Composition

1 Technology 6.74%
2 Industrials 5.77%
3 Real Estate 3.75%
4 Financials 3.13%
5 Consumer Discretionary 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.39M 0.03%
+35,895
227
$2.39M 0.03%
25,310
+273
228
$2.39M 0.03%
230,000
229
$2.37M 0.03%
+120,168
230
$2.37M 0.03%
125,427
+75,121
231
$2.37M 0.03%
303,759
-191,414
232
$2.37M 0.03%
484,296
+38,200
233
$2.37M 0.03%
+9,826
234
$2.36M 0.03%
63,262
+62,289
235
$2.36M 0.03%
107,302
+44,279
236
$2.35M 0.03%
32,946
-47,167
237
$2.35M 0.03%
42,000
-1,453
238
$2.33M 0.03%
23,191
+6,783
239
$2.33M 0.03%
49,977
+38,275
240
$2.32M 0.03%
41,251
+7,676
241
$2.32M 0.03%
+38,806
242
$2.31M 0.03%
34,953
+28,307
243
$2.31M 0.03%
82,902
244
$2.31M 0.03%
20,750
+20,133
245
$2.29M 0.03%
284,376
+38,514
246
$2.29M 0.03%
+21,658
247
$2.28M 0.03%
157,112
-136,801
248
$2.28M 0.03%
22,500
-27,500
249
$2.27M 0.03%
23,630
+7,105
250
$2.26M 0.03%
41,382
+33,774
8 9
10
11 12