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
176
$2.09M 0.05%
50,026
-14,129
177
$2.09M 0.05%
+17,654
178
$2.06M 0.05%
160,870
+4,831
179
$2.06M 0.05%
70,858
-164,236
180
$2.06M 0.05%
200,000
181
$2.05M 0.05%
13,813
-50
182
$2.04M 0.05%
1,000
183
$2.04M 0.05%
+203,824
184
$2.03M 0.05%
200,000
+100,000
185
$2.03M 0.05%
155,701
+25,537
186
$2.02M 0.05%
156,628
-77,593
187
$2.02M 0.05%
236,366
+30,466
188
$2M 0.05%
6,667
189
$2M 0.05%
200,000
190
$1.99M 0.05%
145,744
-39,277
191
$1.98M 0.05%
400
192
$1.98M 0.05%
167,704
+32,677
193
$1.98M 0.05%
197,049
-124,712
194
$1.96M 0.05%
185,000
+90,000
195
$1.94M 0.05%
186,927
+21,376
196
$1.93M 0.05%
236,720
+234,220
197
$1.92M 0.05%
+73,248
198
$1.91M 0.05%
547,256
-198,457
199
$1.91M 0.05%
52,520
-5,954
200
$1.91M 0.05%
66,659
-15,450
6 7
8
9 10