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
426
$540K 0.01%
+35,133
427
$538K 0.01%
+863
428
$537K 0.01%
+34,204
429
$535K 0.01%
+18,785
430
$532K 0.01%
+103,480
431
$525K 0.01%
+65,499
432
$521K 0.01%
+72,772
433
$518K 0.01%
+19,977
434
$518K 0.01%
+38,785
435
$517K 0.01%
+29,406
436
$517K 0.01%
+55,915
437
$517K 0.01%
+41,000
438
$515K 0.01%
+13,310
439
$515K 0.01%
+24,500
440
$513K 0.01%
+16,776
441
$513K 0.01%
+9,259
442
$512K 0.01%
+7,000
443
$512K 0.01%
+23,124
444
$510K 0.01%
+12,900
445
$505K 0.01%
+7,216
446
$503K 0.01%
+15,530
447
$503K 0.01%
+1,264
448
$493K 0.01%
+36,102
449
$492K 0.01%
+34,279
450
$491K 0.01%
+5,200
16 17
18
19 20