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
$4.18B
AUM Growth
-$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$128M
3
+$20.3M
4
JPM icon
JPMorgan Chase
JPM
+$12.5M
5
VALE icon
Vale
VALE
+$12.2M

Top Sells

1
+$146M
2
+$116M
3
+$113M
4
AFL icon
Aflac
AFL
+$72.9M
5
AET
Aetna Inc
AET
+$65.3M

Sector Composition

1 Technology 12.81%
2 Healthcare 4.57%
3 Industrials 3.54%
4 Real Estate 3.38%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$601K 0.01%
8,236
-1,912
527
$600K 0.01%
48,847
+19,101
528
$593K 0.01%
208,867
+4,900
529
$592K 0.01%
+7,388
530
$592K 0.01%
+44,332
531
$589K 0.01%
9,517
+5,439
532
$576K 0.01%
5,472
-5,395
533
$576K 0.01%
+64,087
534
$574K 0.01%
63,540
+15,355
535
$570K 0.01%
1,833
+921
536
$566K 0.01%
+18,886
537
$558K 0.01%
+37,917
538
$554K 0.01%
19,858
-269
539
$554K 0.01%
+137,990
540
$553K 0.01%
139,699
-9,647
541
$550K 0.01%
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542
$538K 0.01%
35,396
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543
$538K 0.01%
+75,465
544
$532K 0.01%
58,204
-6,892
545
$530K 0.01%
10,514
+4,872
546
$525K 0.01%
42,798
+32,297
547
$522K 0.01%
22,400
-17,803
548
$518K 0.01%
+17,730
549
$506K 0.01%
+2,027
550
$506K 0.01%
+38,672
20 21
22
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