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
476
$439K 0.01%
+42,052
477
$437K 0.01%
+18,458
478
$435K 0.01%
+33,000
479
$434K 0.01%
+12,408
480
$434K 0.01%
+6,000
481
$434K 0.01%
+4,161
482
$432K 0.01%
+3,843
483
$432K 0.01%
+278,845
484
$429K 0.01%
+8,500
485
$429K 0.01%
+1,074
486
$427K 0.01%
+3,737
487
$427K 0.01%
+9,250
488
$424K 0.01%
+4,600
489
$423K 0.01%
+38,700
490
$422K 0.01%
+53,300
491
$421K 0.01%
+53,942
492
$420K 0.01%
+9,100
493
$420K 0.01%
+28,270
494
$419K 0.01%
+9,500
495
$413K 0.01%
+22,061
496
$407K 0.01%
+16,700
497
$405K 0.01%
+24,596
498
$402K 0.01%
+21,970
499
$400K 0.01%
+41,916
500
$398K 0.01%
+44,685
18 19
20
21 22