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
$4.79B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,393
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$70.5M
3
+$32.4M
4
NSC icon
Norfolk Southern
NSC
+$23M
5
MA icon
Mastercard
MA
+$15.8M

Top Sells

1
+$17.8M
2
+$16.9M
3
+$16.5M
4
BAC icon
Bank of America
BAC
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.2M

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
276
$2M 0.04%
189,848
277
$2M 0.04%
+13,800
278
$1.98M 0.04%
25,528
+2,954
279
$1.98M 0.04%
77,904
-8,733
280
$1.98M 0.04%
+21,859
281
$1.97M 0.04%
47,238
+1,300
282
$1.97M 0.04%
173,109
-37,921
283
$1.97M 0.04%
44,770
-10,230
284
$1.94M 0.04%
161,878
+93,151
285
$1.93M 0.04%
+11,029
286
$1.92M 0.04%
52,823
+22,639
287
$1.91M 0.04%
+15,000
288
$1.91M 0.04%
9,313
+2,176
289
$1.9M 0.04%
+197,826
290
$1.9M 0.04%
156,174
-3,365
291
$1.89M 0.04%
28,039
-6,792
292
$1.88M 0.04%
87,437
+51,033
293
$1.86M 0.04%
40,104
294
$1.84M 0.04%
11,454
+1,748
295
$1.84M 0.04%
135,841
+9,868
296
$1.83M 0.04%
14,439
+12,857
297
$1.8M 0.04%
30,993
+16,693
298
$1.8M 0.04%
44,625
+40,503
299
$1.8M 0.04%
+26,000
300
$1.8M 0.04%
145,977
+40,148
10 11
12
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