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WAM
Wolverine Asset Management Portfolio holdings
AUM
$10.4B
1-Year Est. Return
4.78%
This Fund
S&P 500
This Quarter
Est. Return
+1.21%
1 Year Est. Return
+4.78%
3 Year Est. Return
+13.26%
5 Year Est. Return
+14.28%
10 Year Est. Return
+46.35%
AUM
$3.91B
AUM Growth
–
Cap. Flow
+$1.36B
Cap. Flow
% of AUM
34.71%
Top 10 Holdings %
Top 10 Hldgs %
18.27%
Holding
2,660
New
2,539
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
LNC.WS
Lincoln National Corporation
LNC.WS
|
+$32.3M |
| 2 |
APA.PRD
APACHE CORP DEP SHS REPSTG 1/20TH PFD CONV (DE)
APA.PRD
|
+$28.4M |
| 3 |
Mastercard
MA
|
+$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
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 3.2% |
| 2 | Industrials | 2.96% |
| 3 | Energy | 2.41% |
| 4 | Consumer Discretionary | 2.15% |
| 5 | Technology | 1.57% |
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Wolverine Asset Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Wolverine Asset Management, which disclosed 2,660 positions worth $3.91B. Its ten largest holdings account for 18% of the portfolio.
Its largest position is Lincoln National Corporation: 1,304,774 shares worth $35.2M.
By sector, the portfolio is most concentrated in Financials at 3.2% of assets, followed by Industrials and Energy.
- Wolverine Asset Management's largest Q2 2013 buy was Lincoln National Corporation: 1,304,774 shares worth $35.2M.
- Wolverine Asset Management's ten largest holdings make up 18% of its $3.91B portfolio in Q2 2013.
- Wolverine Asset Management disclosed 2,660 positions in Q2 2013, its first 13F filing on record.
Based on Wolverine Asset Management's 13F filing for Q2 2013, filed 1 Aug 2013.