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
$3.97B
AUM Growth
+$483M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,104
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$115M
3
+$114M
4
MPC icon
Marathon Petroleum
MPC
+$56.1M
5
CTSH icon
Cognizant
CTSH
+$50.4M

Top Sells

1
+$59M
2
+$38.8M
3
+$19.9M
4
PANW icon
Palo Alto Networks
PANW
+$18.9M
5
WFC icon
Wells Fargo
WFC
+$14.6M

Sector Composition

1 Energy 6.3%
2 Technology 5.82%
3 Healthcare 2.3%
4 Industrials 1.8%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.95M 0.03%
18,750
-9,000
127
$1.89M 0.02%
25,650
-24,050
128
$1.88M 0.02%
+81,800
129
$1.87M 0.02%
219,502
-46,261
130
$1.86M 0.02%
187,260
+101,339
131
$1.85M 0.02%
51,105
-47,912
132
$1.84M 0.02%
59,700
+35,400
133
$1.8M 0.02%
44,150
+37,300
134
$1.8M 0.02%
15,619
+11,400
135
$1.77M 0.02%
724,720
-9,645
136
$1.75M 0.02%
18,103
+9,912
137
$1.74M 0.02%
70,466
+57,836
138
$1.74M 0.02%
+18,823
139
$1.66M 0.02%
+85,000
140
$1.64M 0.02%
+23,835
141
$1.64M 0.02%
197,827
+20,600
142
$1.62M 0.02%
14,607
-37,839
143
$1.57M 0.02%
14,903
-4,700
144
$1.56M 0.02%
40,600
+11,300
145
$1.55M 0.02%
40,300
-20,222
146
$1.54M 0.02%
350,897
+2,000
147
$1.53M 0.02%
125,083
-9,111
148
$1.53M 0.02%
40,054
+19,000
149
$1.52M 0.02%
+80,000
150
$1.49M 0.02%
+41,000
4 5
6
7 8