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
476
$869K 0.01%
65,290
+56,141
477
$863K 0.01%
80,303
-50,000
478
$862K 0.01%
66,168
-16,219
479
$856K 0.01%
139,026
+91,713
480
$852K 0.01%
387,367
+106,100
481
$848K 0.01%
29,797
-20,819
482
$844K 0.01%
+31,000
483
$842K 0.01%
+4,180
484
$841K 0.01%
30,744
+3,600
485
$834K 0.01%
75,000
486
$832K 0.01%
+25,000
487
$829K 0.01%
45,776
-31,513
488
$826K 0.01%
+35,765
489
$819K 0.01%
94,563
+71,623
490
$814K 0.01%
14,739
+4,145
491
$808K 0.01%
+60,100
492
$805K 0.01%
22,609
+7,732
493
$801K 0.01%
100,940
494
$800K 0.01%
103,206
+100,502
495
$799K 0.01%
+83,000
496
$799K 0.01%
13,358
-1,931
497
$798K 0.01%
33,205
-12,139
498
$792K 0.01%
+83,088
499
$791K 0.01%
+51,892
500
$780K 0.01%
85,936
+4,531
18 19
20
21 22