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
401
$597K 0.02%
+5,000
402
$595K 0.02%
+22,065
403
$595K 0.02%
+29,699
404
$594K 0.02%
+44,809
405
$594K 0.02%
+12,926
406
$594K 0.02%
+28,000
407
$591K 0.02%
+35,050
408
$589K 0.02%
+5,150
409
$588K 0.02%
+44,412
410
$586K 0.02%
+8,948
411
$584K 0.01%
+32,017
412
$582K 0.01%
+5,500
413
$578K 0.01%
+36,919
414
$575K 0.01%
+68,329
415
$566K 0.01%
+9,300
416
$565K 0.01%
+14,590
417
$562K 0.01%
+1,327
418
$561K 0.01%
+82,268
419
$560K 0.01%
+60,953
420
$553K 0.01%
+11,500
421
$553K 0.01%
+32,126
422
$553K 0.01%
+82,388
423
$551K 0.01%
+17,833
424
$546K 0.01%
+19,424
425
$546K 0.01%
+31,069
15 16
17
18 19