WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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
+$32.3M
2
+$28.4M
3
+$23.8M
4
HIG.WS
Hartford Financial Services Grp
HIG.WS
+$20.8M
5
COF.WS
Capital One Financial Corp
COF.WS
+$17.7M

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
$314K 0.01%
+4,700
552
$312K 0.01%
+30,600
553
$312K 0.01%
+17,200
554
$311K 0.01%
+5,150
555
$311K 0.01%
+8,600
556
$308K 0.01%
+11,100
557
$308K 0.01%
+31,097
558
$307K 0.01%
+33,800
559
$307K 0.01%
+8,119
560
$305K 0.01%
+5,000
561
$304K 0.01%
+18,100
562
$302K 0.01%
+16,374
563
$301K 0.01%
+12,636
564
$300K 0.01%
+13,320
565
$299K 0.01%
+4,034
566
$297K 0.01%
+18,010
567
$297K 0.01%
+10,410
568
$296K 0.01%
+36,300
569
$292K 0.01%
+22,688
570
$292K 0.01%
+40,192
571
$291K 0.01%
+5,007
572
$291K 0.01%
+35,159
573
$291K 0.01%
+22,758
574
$289K 0.01%
+10,926
575
$289K 0.01%
+20,607
21 22
23
24 25