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
451
$489K 0.01%
+4,095
452
$488K 0.01%
+57,900
453
$485K 0.01%
+35,963
454
$484K 0.01%
+35,441
455
$484K 0.01%
+25,630
456
$482K 0.01%
+31,217
457
$480K 0.01%
+8,633
458
$476K 0.01%
+7,445
459
$474K 0.01%
+16,672
460
$472K 0.01%
+4,500
461
$470K 0.01%
+53,968
462
$469K 0.01%
+6,440
463
$468K 0.01%
+45,842
464
$467K 0.01%
+40,998
465
$466K 0.01%
+73,759
466
$462K 0.01%
+24,805
467
$448K 0.01%
+8,656
468
$445K 0.01%
+31,300
469
$444K 0.01%
+30,904
470
$443K 0.01%
+20,116
471
$443K 0.01%
+59,558
472
$441K 0.01%
+118,142
473
$440K 0.01%
+20,776
474
$439K 0.01%
+42,052
475
$437K 0.01%
+18,458
17 18
19
20 21