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
$4.06B
AUM Growth
-$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,473
New
Increased
Reduced
Closed

Top Buys

1
+$42.9M
2
+$26.9M
3
+$16.2M
4
WRK
WestRock Company
WRK
+$11.9M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.6M

Top Sells

1
+$212M
2
+$163M
3
+$107M
4
AABA
Altaba Inc
AABA
+$103M
5
JNJ icon
Johnson & Johnson
JNJ
+$86.4M

Sector Composition

1 Real Estate 5.25%
2 Technology 4.2%
3 Industrials 3.01%
4 Consumer Discretionary 2.44%
5 Financials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$327K 0.01%
+9,050
577
$325K 0.01%
36,127
+394
578
$324K 0.01%
+15,655
579
$324K 0.01%
24,270
+20,619
580
$323K 0.01%
+5,652
581
$320K 0.01%
201
-256
582
$315K 0.01%
30,000
583
$313K 0.01%
28,275
-4,807
584
$312K 0.01%
3,292
-865
585
$312K 0.01%
24,027
-11,075
586
$312K 0.01%
114,598
+10,893
587
$308K 0.01%
+25,933
588
$306K 0.01%
41,196
-463,800
589
$302K 0.01%
+23,397
590
$302K 0.01%
+13,867
591
$300K 0.01%
+34,489
592
$299K 0.01%
8,746
+1,394
593
$295K 0.01%
27,519
-56,314
594
$295K 0.01%
20,416
+6,621
595
$293K 0.01%
23,126
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596
$290K 0.01%
2,151
+2,146
597
$288K 0.01%
29,900
-3,562
598
$288K 0.01%
+5,377
599
$287K 0.01%
+14,959
600
$282K 0.01%
8,815
-28,275
22 23
24
25 26