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
576
$289K 0.01%
+10,926
577
$289K 0.01%
+20,607
578
$288K 0.01%
+25,070
579
$284K 0.01%
+40,000
580
$284K 0.01%
+20,557
581
$284K 0.01%
+4,400
582
$281K 0.01%
+21,720
583
$280K 0.01%
+48,750
584
$278K 0.01%
+5,520
585
$276K 0.01%
+29,294
586
$276K 0.01%
+20,474
587
$276K 0.01%
+23,691
588
$275K 0.01%
+11,911
589
$274K 0.01%
+3,774
590
$274K 0.01%
+10,700
591
$272K 0.01%
+53,400
592
$272K 0.01%
+8,700
593
$270K 0.01%
+32,549
594
$269K 0.01%
+11,400
595
$266K 0.01%
+22,243
596
$265K 0.01%
+10,097
597
$264K 0.01%
+17,532
598
$263K 0.01%
+12,574
599
$262K 0.01%
+25,103
600
$260K 0.01%
+1,499
22 23
24
25 26