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
551
$315K 0.01%
+18,171
552
$315K 0.01%
+33,225
553
$314K 0.01%
+4,700
554
$312K 0.01%
+17,200
555
$312K 0.01%
+30,600
556
$311K 0.01%
+5,150
557
$311K 0.01%
+8,600
558
$308K 0.01%
+11,100
559
$308K 0.01%
+31,097
560
$307K 0.01%
+33,800
561
$307K 0.01%
+8,119
562
$305K 0.01%
+5,000
563
$304K 0.01%
+18,100
564
$302K 0.01%
+16,374
565
$301K 0.01%
+12,636
566
$300K 0.01%
+13,320
567
$299K 0.01%
+4,034
568
$297K 0.01%
+18,010
569
$297K 0.01%
+10,410
570
$296K 0.01%
+36,300
571
$292K 0.01%
+22,688
572
$292K 0.01%
+40,192
573
$291K 0.01%
+5,007
574
$291K 0.01%
+35,159
575
$291K 0.01%
+22,758
21 22
23
24 25