WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
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
+$35.2M
2
+$30M
3
+$24.7M
4
HIG.WS
Hartford Financial Services Grp
HIG.WS
+$22.9M
5
COF.WS
Capital One Financial Corp
COF.WS
+$20.1M

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
$1.18M 0.03%
+226,800
252
$1.17M 0.03%
+31,100
253
$1.17M 0.03%
+87,224
254
$1.17M 0.03%
+60,050
255
$1.17M 0.03%
+57,245
256
$1.17M 0.03%
+62,191
257
$1.16M 0.03%
+9,750
258
$1.15M 0.03%
+20,511
259
$1.15M 0.03%
+43,396
260
$1.13M 0.03%
+20,933
261
$1.12M 0.03%
+51,978
262
$1.12M 0.03%
+13,022
263
$1.11M 0.03%
+37,867
264
$1.11M 0.03%
+17,540
265
$1.11M 0.03%
+84,497
266
$1.09M 0.03%
+35,425
267
$1.09M 0.03%
+117,447
268
$1.09M 0.03%
+31,984
269
$1.08M 0.03%
+84,143
270
$1.08M 0.03%
+39,719
271
$1.07M 0.03%
+114,906
272
$1.06M 0.03%
+62,413
273
$1.06M 0.03%
+38,200
274
$1.04M 0.03%
+47,152
275
$1.04M 0.03%
+94,841
9 10
11
12 13