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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
1226
– –
-4,971
1227
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0
1228
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0
1229
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0
1230
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-6,600
1231
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0
1232
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-34,672
1233
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-7,935
1234
– –
-2,392
1235
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-15,913
1236
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-15,000
1237
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-194
1238
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-40,285
1239
– –
-1,493,964
1240
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-100,000
1241
– –
-137,889
1242
– –
-47,998
1243
– –
-76,267
1244
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-2,432
1245
– –
-6,093
1246
– –
-169,052
1247
– –
0
1248
– –
-32,101
1249
– –
-217,057
1250
– –
-79,225
48 49
50
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