WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
-0.33%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$6.85B
AUM Growth
-$863M
(-11%)
Cap. Flow
-$5.54B
Cap. Flow
% of AUM
-80.89%
Top 10 Holdings %
Top 10 Hldgs %
18.27%
Holding
2,661
New
380
Increased
505
Reduced
586
Closed
354
Top Buys
| 1 |
Microsoft
MSFT
|
+$36.2M |
| 2 |
Apple
AAPL
|
+$34.7M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$9.5M |
| 4 |
Exxon Mobil
XOM
|
+$7.92M |
| 5 |
UnitedHealth
UNH
|
+$7.15M |
Top Sells
Sector Composition
| 1 | Financials | 7.91% |
| 2 | Technology | 4.72% |
| 3 | Healthcare | 2.07% |
| 4 | Consumer Discretionary | 1.87% |
| 5 | Industrials | 1.7% |
