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
$4.06B
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 4.2%
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
1326
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1327
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1328
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-370,110
1329
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1330
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1331
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0
1332
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0
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$0 ﹤0.01%
+59
1334
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-132,413
1335
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-159,117
1336
$0 ﹤0.01%
10
-540
1337
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-7,345
1338
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-165,280
1339
$0 ﹤0.01%
5
-261
1340
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0
1341
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-83,875
1342
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0
1343
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-1,369
1344
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-1,690
1345
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-251,231
1346
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-45,100
1347
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1348
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1349
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-17,927
1350
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-8,976
52 53
54
55 56