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

Top Buys

1
+$175M
2
+$68.2M
3
+$33.3M
4
NSC icon
Norfolk Southern
NSC
+$24.3M
5
MA icon
Mastercard
MA
+$16.9M

Top Sells

1
+$17M
2
+$16.1M
3
+$14.7M
4
BAC icon
Bank of America
BAC
+$13.7M
5
UNP icon
Union Pacific
UNP
+$10.7M

Sector Composition

1 Technology 6.74%
2 Industrials 5.77%
3 Real Estate 3.75%
4 Financials 3.12%
5 Consumer Discretionary 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.19M 0.06%
34,039
+9,154
102
$5.17M 0.06%
458,199
-112,436
103
$5.17M 0.06%
40,821
+30,701
104
$5.15M 0.06%
+317,070
105
$5.1M 0.06%
32,356
+11,012
106
$5.03M 0.06%
68,739
+66,178
107
$4.97M 0.06%
96,468
+2,196
108
$4.93M 0.06%
109,632
+38,228
109
$4.89M 0.06%
20,808
+879
110
$4.85M 0.06%
337,126
+139,307
111
$4.82M 0.06%
290,486
+196,157
112
$4.81M 0.06%
88,520
+70,136
113
$4.8M 0.06%
+80,440
114
$4.61M 0.05%
783,523
+606,573
115
$4.61M 0.05%
+73,359
116
$4.59M 0.05%
51,356
-6,802
117
$4.55M 0.05%
32,930
-9,744
118
$4.51M 0.05%
106,730
+59,421
119
$4.49M 0.05%
75,560
+5,560
120
$4.39M 0.05%
38,281
+4,812
121
$4.39M 0.05%
363,949
-285,042
122
$4.31M 0.05%
38,595
+3,201
123
$4.28M 0.05%
28,388
+15,351
124
$4.23M 0.05%
112,770
+19,386
125
$4.23M 0.05%
191,113
+191,008
3 4
5
6 7