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
526
$350K 0.01%
+69
527
$349K 0.01%
+25,933
528
$349K 0.01%
+48,972
529
$348K 0.01%
+7,800
530
$344K 0.01%
+5,109
531
$343K 0.01%
+36,762
532
$341K 0.01%
+1,250
533
$340K 0.01%
+158,240
534
$339K 0.01%
+9,080
535
$337K 0.01%
+21,245
536
$334K 0.01%
+3,100
537
$333K 0.01%
+20,900
538
$331K 0.01%
+3,000
539
$331K 0.01%
+7,950
540
$328K 0.01%
+46,646
541
$328K 0.01%
+8,000
542
$326K 0.01%
+2,700
543
$324K 0.01%
+10,526
544
$321K 0.01%
+8,468
545
$319K 0.01%
+12,850
546
$318K 0.01%
+9,792
547
$317K 0.01%
+4,267
548
$317K 0.01%
+90,750
549
$316K 0.01%
+27,424
550
$316K 0.01%
+4,900
20 21
22
23 24