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
451
$491K 0.01%
+48,824
452
$489K 0.01%
+47,035
453
$489K 0.01%
+4,095
454
$488K 0.01%
+57,900
455
$485K 0.01%
+35,963
456
$484K 0.01%
+35,441
457
$484K 0.01%
+25,630
458
$482K 0.01%
+31,217
459
$480K 0.01%
+8,633
460
$476K 0.01%
+7,445
461
$474K 0.01%
+16,672
462
$472K 0.01%
+4,500
463
$470K 0.01%
+53,968
464
$469K 0.01%
+6,440
465
$468K 0.01%
+45,842
466
$467K 0.01%
+40,998
467
$466K 0.01%
+73,759
468
$462K 0.01%
+24,805
469
$448K 0.01%
+8,656
470
$445K 0.01%
+31,300
471
$444K 0.01%
+30,904
472
$443K 0.01%
+20,116
473
$443K 0.01%
+59,558
474
$441K 0.01%
+118,142
475
$440K 0.01%
+20,776
17 18
19
20 21