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
351
$749K 0.02%
+23,082
352
$741K 0.02%
+11,066
353
$736K 0.02%
+15,800
354
$736K 0.02%
+18,800
355
$732K 0.02%
+897,231
356
$731K 0.02%
+42,223
357
$730K 0.02%
+127,014
358
$728K 0.02%
+25,700
359
$727K 0.02%
+181,092
360
$724K 0.02%
+91,671
361
$720K 0.02%
+15,000
362
$718K 0.02%
+26,750
363
$717K 0.02%
+122,921
364
$716K 0.02%
+7,075
365
$714K 0.02%
+29,900
366
$711K 0.02%
+3,150
367
$708K 0.02%
+14,500
368
$695K 0.02%
+45,729
369
$688K 0.02%
+115,771
370
$681K 0.02%
+50,837
371
$679K 0.02%
+56,028
372
$677K 0.02%
+25,820
373
$677K 0.02%
+175,138
374
$675K 0.02%
+175
375
$668K 0.02%
+13,776
13 14
15
16 17