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
401
$1.12M 0.01%
+14,000
402
$1.12M 0.01%
+4,881
403
$1.11M 0.01%
36,515
+1,515
404
$1.1M 0.01%
48,172
-9,128
405
$1.1M 0.01%
34,189
-10,719
406
$1.1M 0.01%
7,476
407
$1.1M 0.01%
95,312
+80,954
408
$1.09M 0.01%
+7,261
409
$1.09M 0.01%
+12,455
410
$1.09M 0.01%
30,842
+25,769
411
$1.08M 0.01%
+26,382
412
$1.07M 0.01%
11,587
413
$1.07M 0.01%
182,847
-57,992
414
$1.07M 0.01%
9,920
415
$1.07M 0.01%
101,000
-150,000
416
$1.07M 0.01%
91,306
+39,022
417
$1.06M 0.01%
+62,992
418
$1.06M 0.01%
100,000
419
$1.05M 0.01%
80,879
+50,000
420
$1.04M 0.01%
+11,228
421
$1.04M 0.01%
63,056
-7,107
422
$1.04M 0.01%
129,283
-3,180
423
$1.03M 0.01%
76,160
424
$1.03M 0.01%
199,243
+197,219
425
$1.03M 0.01%
100,000
15 16
17
18 19