WAM
Wolverine Asset Management Portfolio holdings
AUM
$5.98B
1-Year Return
2.56%
This Quarter Return
-0.47%
1 Year Return
+2.56%
3 Year Return
+7.37%
5 Year Return
+11.25%
10 Year Return
+21.23%
AUM
$5.42B
AUM Growth
+$106M
(+2%)
Cap. Flow
-$3.78B
Cap. Flow
% of AUM
-69.7%
Top 10 Holdings %
Top 10 Hldgs %
22.64%
Holding
1,847
New
283
Increased
385
Reduced
317
Closed
233
Top Buys
| 1 |
Apple
AAPL
|
$48.1M |
| 2 |
Microsoft
MSFT
|
$24.4M |
| 3 |
NIMC
NiSource Inc. Series A Corporate Units
NIMC
|
$16.1M |
| 4 |
Linde
LIN
|
$14.7M |
| 5 |
Amazon
AMZN
|
$12.1M |
Top Sells
Sector Composition
| 1 | Financials | 6.45% |
| 2 | Technology | 3.52% |
| 3 | Industrials | 2.06% |
| 4 | Real Estate | 1.82% |
| 5 | Healthcare | 1.81% |
