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
526
$665K 0.01%
55,652
+7,620
527
$663K 0.01%
+22,507
528
$662K 0.01%
+15,623
529
$662K 0.01%
+14,491
530
$657K 0.01%
+1,840
531
$657K 0.01%
+88,545
532
$652K 0.01%
18,431
-882
533
$650K 0.01%
+10,276
534
$647K 0.01%
+41,665
535
$646K 0.01%
3,949
-26
536
$641K 0.01%
12,835
-27,218
537
$640K 0.01%
+4,100
538
$639K 0.01%
24,609
-7,891
539
$635K 0.01%
81,164
-43,257
540
$633K 0.01%
+30,000
541
$632K 0.01%
+60,248
542
$632K 0.01%
80,406
+22,794
543
$628K 0.01%
+65,000
544
$627K 0.01%
+4,300
545
$626K 0.01%
23,800
-3,200
546
$625K 0.01%
+7,000
547
$622K 0.01%
64,000
548
$621K 0.01%
+22,277
549
$618K 0.01%
45,144
-3,434
550
$616K 0.01%
+52,846
20 21
22
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