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
376
$664K 0.02%
+14,156
377
$661K 0.02%
+43,984
378
$659K 0.02%
+82,555
379
$659K 0.02%
+7,830
380
$649K 0.02%
+43,620
381
$646K 0.02%
+79,158
382
$642K 0.02%
+21,973
383
$641K 0.02%
+6,500
384
$640K 0.02%
+11,099
385
$639K 0.02%
+32,400
386
$637K 0.02%
+156
387
$632K 0.02%
+6,400
388
$631K 0.02%
+48,385
389
$629K 0.02%
+10,994
390
$629K 0.02%
+60,506
391
$624K 0.02%
+39,671
392
$618K 0.02%
+2,330
393
$613K 0.02%
+67,962
394
$611K 0.02%
+3,290
395
$608K 0.02%
+31,320
396
$603K 0.02%
+46,452
397
$601K 0.02%
+37,093
398
$600K 0.02%
+49,084
399
$598K 0.02%
+24,200
400
$597K 0.02%
+11,900
14 15
16
17 18