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
601
$258K 0.01%
+17,651
602
$258K 0.01%
+6,405
603
$255K 0.01%
+10,702
604
$254K 0.01%
+2,110
605
$252K 0.01%
+6,800
606
$251K 0.01%
+8,664
607
$251K 0.01%
+30,952
608
$250K 0.01%
+13,600
609
$249K 0.01%
+17,424
610
$246K 0.01%
+7,169
611
$246K 0.01%
+12,100
612
$245K 0.01%
+11,682
613
$243K 0.01%
+167,575
614
$242K 0.01%
+5,319
615
$242K 0.01%
+8,782
616
$241K 0.01%
+17,600
617
$240K 0.01%
+20,160
618
$239K 0.01%
+5,783
619
$237K 0.01%
+101
620
$237K 0.01%
+11,906
621
$237K 0.01%
+2,965
622
$237K 0.01%
+3,959
623
$235K 0.01%
+20,000
624
$234K 0.01%
+14,678
625
$233K 0.01%
+10,116
23 24
25
26 27