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
$3.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,521
New
Increased
Reduced
Closed

Top Buys

1
+$32.3M
2
+$28.4M
3
+$23.8M
4
HIG.WS
Hartford Financial Services Grp
HIG.WS
+$20.8M
5
COF.WS
Capital One Financial Corp
COF.WS
+$17.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.68%
2 Industrials 3.41%
3 Energy 2.77%
4 Consumer Discretionary 2.48%
5 Technology 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.17M 0.03%
+87,224
252
$1.17M 0.03%
+60,050
253
$1.17M 0.03%
+57,245
254
$1.17M 0.03%
+62,191
255
$1.16M 0.03%
+9,750
256
$1.15M 0.03%
+20,511
257
$1.15M 0.03%
+43,396
258
$1.13M 0.03%
+20,933
259
$1.12M 0.03%
+51,978
260
$1.12M 0.03%
+13,022
261
$1.11M 0.03%
+37,867
262
$1.11M 0.03%
+17,540
263
$1.11M 0.03%
+84,497
264
$1.09M 0.03%
+35,425
265
$1.09M 0.03%
+117,447
266
$1.09M 0.03%
+31,984
267
$1.08M 0.03%
+84,143
268
$1.08M 0.03%
+39,719
269
$1.07M 0.03%
+114,906
270
$1.06M 0.03%
+62,413
271
$1.06M 0.03%
+38,200
272
$1.04M 0.03%
+47,152
273
$1.04M 0.03%
+94,841
274
$1.03M 0.03%
+13,400
275
$1.03M 0.03%
+65,242
9 10
11
12 13