We are live on ! Find out more
WAM

Wolverine Asset Management Portfolio holdings

AUM $6.41B
1-Year Est. Return 4.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.78%
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 4.25%
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
1201
– –
0
1202
– –
-387
1203
– –
0
1204
– –
-37,066
1205
– –
0
1206
– –
-103,960
1207
– –
0
1208
– –
-6,073
1209
– –
-1,412,018
1210
– –
-64,456
1211
– –
0
1212
– –
-103,624
1213
– –
-168,366
1214
– –
-3,417
1215
– –
-31,800
1216
– –
-27,653
1217
– –
-17,244
1218
– –
-100
1219
– –
0
1220
– –
-75,039
1221
– –
-13,800
1222
– –
-169,957
1223
– –
0
1224
– –
-5,422
1225
– –
0
47 48
49
50 51