WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.06B
AUM Growth
-$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,473
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$26.9M
3
+$16.2M
4
WRK
WestRock Company
WRK
+$11.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.6M

Top Sells

1
+$212M
2
+$163M
3
+$107M
4
AABA
Altaba Inc
AABA
+$103M
5
JNJ icon
Johnson & Johnson
JNJ
+$86.4M

Sector Composition

1 Real Estate 5.25%
2 Technology 4.2%
3 Industrials 3.01%
4 Consumer Discretionary 2.44%
5 Financials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.74M 0.04%
173,700
227
$1.74M 0.04%
19,990
-267,207
228
$1.74M 0.04%
40,112
+17,914
229
$1.73M 0.04%
51,120
+17,040
230
$1.73M 0.04%
27,806
-15,580
231
$1.72M 0.04%
115,865
-2,682
232
$1.71M 0.04%
76,675
-58,830
233
$1.7M 0.04%
90,736
-11,976
234
$1.69M 0.04%
168,724
+164,025
235
$1.69M 0.04%
133,414
+10,747
236
$1.68M 0.04%
16,530
-8,507
237
$1.68M 0.04%
130,723
-12,444
238
$1.66M 0.04%
112,280
+36,100
239
$1.63M 0.04%
115,685
-102,387
240
$1.61M 0.04%
+20,000
241
$1.6M 0.04%
99,904
-240,508
242
$1.57M 0.04%
205,516
+88,831
243
$1.56M 0.04%
156,500
+100,300
244
$1.55M 0.04%
150,000
245
$1.55M 0.04%
+160,471
246
$1.55M 0.04%
19,449
+1,378
247
$1.52M 0.04%
149,500
+100,000
248
$1.52M 0.04%
21,801
+6,745
249
$1.52M 0.04%
+15,000
250
$1.52M 0.04%
13,297
+5,897
8 9
10
11 12