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
451
$960K 0.01%
114,877
-202,020
452
$952K 0.01%
+100,000
453
$950K 0.01%
+200
454
$943K 0.01%
+77,551
455
$934K 0.01%
6,399
-6,783
456
$922K 0.01%
20,832
+3,032
457
$912K 0.01%
+30,730
458
$912K 0.01%
+90,000
459
$911K 0.01%
32,618
-5,553
460
$908K 0.01%
+95,000
461
$905K 0.01%
11,317
-780
462
$905K 0.01%
+61,318
463
$905K 0.01%
+39,700
464
$901K 0.01%
14,525
465
$901K 0.01%
29,570
-66,443
466
$900K 0.01%
2,550
+1,200
467
$896K 0.01%
+72,295
468
$892K 0.01%
30,285
-464,546
469
$884K 0.01%
42,799
-267,082
470
$882K 0.01%
76,849
+37,571
471
$880K 0.01%
+9,180
472
$874K 0.01%
+78,081
473
$873K 0.01%
23,708
+20,069
474
$871K 0.01%
73,231
-21,021
475
$871K 0.01%
+75,376
17 18
19
20 21