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
$4.79B
AUM Growth
+$624M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,393
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$70.5M
3
+$32.4M
4
NSC icon
Norfolk Southern
NSC
+$23M
5
MA icon
Mastercard
MA
+$15.8M

Top Sells

1
+$17.8M
2
+$16.9M
3
+$16.5M
4
BAC icon
Bank of America
BAC
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.2M

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
651
$341K 0.01%
35,578
+8,484
652
$336K 0.01%
+24,000
653
$335K 0.01%
900
+890
654
$334K 0.01%
51,140
-7,734
655
$333K 0.01%
26,127
+19,872
656
$331K 0.01%
+9,222
657
$330K 0.01%
+6,124
658
$327K 0.01%
+35,988
659
$325K 0.01%
27,200
660
$322K 0.01%
4,407
+1,282
661
$319K 0.01%
11,323
+23
662
$318K 0.01%
+32,988
663
$315K 0.01%
+22,148
664
$315K 0.01%
+23,298
665
$314K 0.01%
+24,327
666
$311K 0.01%
17,190
-275,088
667
$310K 0.01%
+26,258
668
$310K 0.01%
30,000
-100,000
669
$309K 0.01%
4,523
+3,000
670
$307K 0.01%
47,646
+32,815
671
$307K 0.01%
16,498
-27,547
672
$307K 0.01%
+7,101
673
$305K 0.01%
+18,707
674
$302K 0.01%
+2,324
675
$300K 0.01%
+37,700
25 26
27
28 29