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
$4.18B
AUM Growth
-$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$135M
3
+$20.5M
4
JPM icon
JPMorgan Chase
JPM
+$12.9M
5
VALE icon
Vale
VALE
+$12.7M

Top Sells

1
+$151M
2
+$122M
3
+$121M
4
AFL icon
Aflac
AFL
+$72.9M
5
AET
Aetna Inc
AET
+$69.4M

Sector Composition

1 Technology 12.81%
2 Healthcare 4.57%
3 Industrials 3.54%
4 Real Estate 3.38%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.48M 0.04%
138,013
+48,213
302
$1.48M 0.04%
136,522
+124,919
303
$1.48M 0.04%
37,264
-2,051
304
$1.48M 0.04%
21,224
+7,183
305
$1.47M 0.04%
+12,324
306
$1.47M 0.04%
+104,694
307
$1.47M 0.04%
88,115
+47,832
308
$1.47M 0.04%
+71,200
309
$1.47M 0.04%
7,143
310
$1.47M 0.04%
40,004
+25,000
311
$1.46M 0.04%
+64,898
312
$1.45M 0.03%
150,000
313
$1.45M 0.03%
+103,719
314
$1.45M 0.03%
100,502
+60,259
315
$1.42M 0.03%
100,768
+81,276
316
$1.42M 0.03%
99,574
+20,103
317
$1.42M 0.03%
+106,249
318
$1.41M 0.03%
+114,227
319
$1.4M 0.03%
148,084
-99,382
320
$1.39M 0.03%
26,730
-46,985
321
$1.38M 0.03%
211,089
-16,021
322
$1.37M 0.03%
40,343
+1,164
323
$1.37M 0.03%
88,386
-910,624
324
$1.36M 0.03%
18,290
-1,509,432
325
$1.34M 0.03%
12,898
+228
11 12
13
14 15