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
301
$914K 0.02%
+39,424
302
$910K 0.02%
+151,940
303
$910K 0.02%
+35,443
304
$907K 0.02%
+2,705
305
$902K 0.02%
+60,248
306
$895K 0.02%
+14,807
307
$895K 0.02%
+19,600
308
$894K 0.02%
+21,673
309
$891K 0.02%
+88,632
310
$889K 0.02%
+27,850
311
$888K 0.02%
+170,933
312
$884K 0.02%
+76,083
313
$882K 0.02%
+50,316
314
$881K 0.02%
+74,428
315
$876K 0.02%
+114,484
316
$875K 0.02%
+67,723
317
$872K 0.02%
+189,649
318
$859K 0.02%
+19,200
319
$856K 0.02%
+64,605
320
$855K 0.02%
+23,424
321
$854K 0.02%
+132,900
322
$853K 0.02%
+13,352
323
$848K 0.02%
+40,000
324
$847K 0.02%
+26,093
325
$847K 0.02%
+66,181
11 12
13
14 15