WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
+2.04%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$4.16B
AUM Growth
+$440M
(+12%)
Cap. Flow
-$2.03B
Cap. Flow
% of AUM
-48.76%
Top 10 Holdings %
Top 10 Hldgs %
20.36%
Holding
1,526
New
221
Increased
257
Reduced
284
Closed
269
Top Buys
| 1 |
Apple
AAPL
|
+$134M |
| 2 |
McDonald's
MCD
|
+$68M |
| 3 |
Citigroup
C
|
+$47.5M |
| 4 |
Goldman Sachs
GS
|
+$44M |
| 5 |
McKesson
MCK
|
+$39.4M |
Top Sells
Sector Composition
| 1 | Technology | 4.65% |
| 2 | Consumer Discretionary | 4.28% |
| 3 | Financials | 4.13% |
| 4 | Industrials | 3.53% |
| 5 | Energy | 3.09% |
