WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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
+$32.3M
2
+$28.4M
3
+$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

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
426
$537K 0.02%
+34,204
427
$535K 0.02%
+18,785
428
$532K 0.02%
+103,480
429
$525K 0.02%
+65,499
430
$521K 0.02%
+72,772
431
$518K 0.02%
+19,977
432
$518K 0.02%
+38,785
433
$517K 0.02%
+29,406
434
$517K 0.02%
+55,915
435
$517K 0.02%
+41,000
436
$515K 0.02%
+13,310
437
$515K 0.02%
+24,500
438
$513K 0.02%
+16,776
439
$513K 0.02%
+9,259
440
$512K 0.02%
+7,000
441
$512K 0.02%
+23,124
442
$510K 0.02%
+12,900
443
$505K 0.01%
+7,216
444
$503K 0.01%
+15,530
445
$503K 0.01%
+1,264
446
$493K 0.01%
+36,102
447
$492K 0.01%
+34,279
448
$491K 0.01%
+5,200
449
$491K 0.01%
+48,824
450
$489K 0.01%
+47,035
16 17
18
19 20