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
$5.42B
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,847
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$24.4M
3
+$16.1M
4
LIN icon
Linde
LIN
+$14.7M
5
AMZN icon
Amazon
AMZN
+$12.1M

Top Sells

1
+$428M
2
+$89.5M
3
+$8.84M
4
XOM icon
Exxon Mobil
XOM
+$8.7M
5
AMGN icon
Amgen
AMGN
+$8.48M

Sector Composition

1 Financials 6.42%
2 Technology 3.57%
3 Industrials 2.06%
4 Real Estate 1.82%
5 Healthcare 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$165K ﹤0.01%
22,767
-35,383
627
$165K ﹤0.01%
5,775
628
$164K ﹤0.01%
4,000
629
$164K ﹤0.01%
36,503
-193,015
630
$164K ﹤0.01%
2,465
-400
631
$164K ﹤0.01%
3,199
+2,999
632
$163K ﹤0.01%
35,879
-58,619
633
$163K ﹤0.01%
17,857
+88
634
$159K ﹤0.01%
43,813
+22,498
635
$157K ﹤0.01%
+3,545
636
$156K ﹤0.01%
+26,300
637
$155K ﹤0.01%
1,700
638
$153K ﹤0.01%
5,200
+600
639
$153K ﹤0.01%
+12,059
640
$153K ﹤0.01%
10,800
641
$152K ﹤0.01%
+21,376
642
$152K ﹤0.01%
398,955
-19,361
643
$148K ﹤0.01%
13,932
644
$147K ﹤0.01%
17,602
+14,352
645
$145K ﹤0.01%
+9,003
646
$145K ﹤0.01%
29,335
+22,034
647
$144K ﹤0.01%
14,168
+100
648
$143K ﹤0.01%
13,097
-29,401
649
$142K ﹤0.01%
+2,413
650
$139K ﹤0.01%
969
-100
24 25
26
27 28