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
501
$397K 0.01%
+30,330
502
$396K 0.01%
+35,927
503
$395K 0.01%
+8,060
504
$395K 0.01%
+7,445
505
$392K 0.01%
+27,197
506
$392K 0.01%
+16,253
507
$391K 0.01%
+11,250
508
$385K 0.01%
+22,826
509
$380K 0.01%
+2,631
510
$379K 0.01%
+19,436
511
$379K 0.01%
+8,320
512
$378K 0.01%
+55,115
513
$375K 0.01%
+17,850
514
$371K 0.01%
+4
515
$370K 0.01%
+36,534
516
$369K 0.01%
+8,688
517
$368K 0.01%
+6,800
518
$365K 0.01%
+13,800
519
$365K 0.01%
+4,452
520
$364K 0.01%
+33,200
521
$362K 0.01%
+25,400
522
$361K 0.01%
+126,033
523
$358K 0.01%
+14,400
524
$357K 0.01%
+8,100
525
$353K 0.01%
+25,400
19 20
21
22 23