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
326
$845K 0.02%
+9,559
327
$838K 0.02%
+16,282
328
$832K 0.02%
+56,196
329
$830K 0.02%
+46,966
330
$829K 0.02%
+24,200
331
$827K 0.02%
+13,588
332
$825K 0.02%
+53,034
333
$817K 0.02%
+33,311
334
$802K 0.02%
+23,028
335
$802K 0.02%
+27,850
336
$798K 0.02%
+251,835
337
$791K 0.02%
+9,100
338
$789K 0.02%
+23,800
339
$786K 0.02%
+38,460
340
$781K 0.02%
+53,000
341
$778K 0.02%
+58,088
342
$778K 0.02%
+163,450
343
$778K 0.02%
+30,000
344
$765K 0.02%
+6,839
345
$760K 0.02%
+36,905
346
$756K 0.02%
+46,554
347
$755K 0.02%
+188,822
348
$752K 0.02%
+15,000
349
$752K 0.02%
+9,193
350
$752K 0.02%
+13,500
12 13
14
15 16