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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
$9.88B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,319
New
Increased
Reduced
Closed

Top Buys

1
+$40.9M
2
+$40M
3
+$29.4M
4
SJIV
South Jersey Industries, Inc. Corporate Units
SJIV
+$21.4M
5
PCGU
PG&E Corporation
PCGU
+$14.2M

Top Sells

1
+$176M
2
+$60.1M
3
+$24.3M
4
NEE.PRP
NextEra Energy, Inc. 5.279% Corporate Units
NEE.PRP
+$17.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$15.9M

Sector Composition

1 Financials 1.52%
2 Industrials 1.3%
3 Technology 0.96%
4 Real Estate 0.95%
5 Consumer Discretionary 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$3K ﹤0.01%
16,500
+14,500
1527
$3K ﹤0.01%
+4,978
1528
$3K ﹤0.01%
+400
1529
$3K ﹤0.01%
+100
1530
$3K ﹤0.01%
+500
1531
$3K ﹤0.01%
+28
1532
$2K ﹤0.01%
+4,504
1533
$2K ﹤0.01%
+268
1534
$2K ﹤0.01%
+81
1535
$2K ﹤0.01%
34
-257
1536
$2K ﹤0.01%
+5,042
1537
$2K ﹤0.01%
2,505
-67,649
1538
$2K ﹤0.01%
+3,185
1539
$2K ﹤0.01%
200
-17,891
1540
$2K ﹤0.01%
+200
1541
$2K ﹤0.01%
+103
1542
$2K ﹤0.01%
+253
1543
$1K ﹤0.01%
+18
1544
$1K ﹤0.01%
+108
1545
$1K ﹤0.01%
200
1546
$1K ﹤0.01%
+200
1547
$1K ﹤0.01%
+172
1548
$1K ﹤0.01%
195
-209,990
1549
$1K ﹤0.01%
+109
1550
$1K ﹤0.01%
+17
60 61
62
63 64