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
276
$1.03M 0.03%
+13,400
277
$1.03M 0.03%
+65,242
278
$1.02M 0.03%
+15,658
279
$1.02M 0.03%
+40,950
280
$1.01M 0.03%
+1,317
281
$1.01M 0.03%
+32,664
282
$1M 0.03%
+131,838
283
$985K 0.03%
+4,900
284
$983K 0.03%
+20,622
285
$970K 0.02%
+39,900
286
$963K 0.02%
+14,777
287
$962K 0.02%
+70,708
288
$958K 0.02%
+31,570
289
$957K 0.02%
+178,950
290
$951K 0.02%
+52,132
291
$948K 0.02%
+74,940
292
$948K 0.02%
+25,026
293
$940K 0.02%
+11,100
294
$938K 0.02%
+59,090
295
$935K 0.02%
+82,018
296
$931K 0.02%
+51,151
297
$925K 0.02%
+15,748
298
$915K 0.02%
+62,729
299
$915K 0.02%
+17,213
300
$915K 0.02%
+10,541
10 11
12
13 14