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
26
$8.83M 0.26%
+195,715
27
$8.73M 0.26%
+116,193
28
$8.51M 0.25%
+99,514
29
$8.49M 0.25%
+116,732
30
$7.38M 0.22%
+750,388
31
$7.28M 0.21%
+174,500
32
$7.22M 0.21%
+397,884
33
$7.22M 0.21%
+177,048
34
$7.18M 0.21%
+27,940
35
$7.11M 0.21%
+86,177
36
$6.92M 0.2%
+3,392,000
37
$6.53M 0.19%
+566,143
38
$6.49M 0.19%
+276,850
39
$6.14M 0.18%
+461,000
40
$6.08M 0.18%
+70,173
41
$5.99M 0.18%
+1,024,121
42
$5.76M 0.17%
+219,135
43
$5.66M 0.17%
+76,500
44
$5.56M 0.16%
+111,937
45
$5.52M 0.16%
+149,005
46
$5.5M 0.16%
+460,016
47
$5.36M 0.16%
+80,578
48
$5.21M 0.15%
+164,627
49
$5.07M 0.15%
+202,376
50
$5.03M 0.15%
+205,205
1
2
3 4 5