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
401
$1.12M 0.02%
+14,000
402
$1.12M 0.02%
+4,881
403
$1.11M 0.02%
36,515
+1,515
404
$1.1M 0.02%
34,189
-10,719
405
$1.1M 0.02%
7,476
406
$1.1M 0.02%
48,172
-9,128
407
$1.1M 0.02%
95,312
+80,954
408
$1.09M 0.02%
+7,261
409
$1.09M 0.02%
+12,455
410
$1.09M 0.02%
30,842
+25,769
411
$1.08M 0.02%
+26,382
412
$1.07M 0.02%
11,587
413
$1.07M 0.02%
182,847
-57,992
414
$1.07M 0.02%
9,920
415
$1.07M 0.02%
101,000
-150,000
416
$1.07M 0.02%
91,306
+39,022
417
$1.06M 0.02%
+62,992
418
$1.06M 0.02%
100,000
419
$1.05M 0.02%
80,879
+50,000
420
$1.04M 0.02%
+11,228
421
$1.04M 0.02%
63,056
-7,107
422
$1.04M 0.02%
129,283
-3,180
423
$1.03M 0.02%
76,160
424
$1.03M 0.02%
199,243
+197,219
425
$1.03M 0.02%
100,000
15 16
17
18 19