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
601
$255K 0.01%
+16,053
602
$254K 0.01%
+2,110
603
$252K 0.01%
+6,800
604
$251K 0.01%
+8,664
605
$251K 0.01%
+30,952
606
$250K 0.01%
+13,600
607
$249K 0.01%
+17,424
608
$246K 0.01%
+7,169
609
$246K 0.01%
+12,100
610
$245K 0.01%
+11,682
611
$243K 0.01%
+167,575
612
$242K 0.01%
+5,319
613
$242K 0.01%
+8,782
614
$241K 0.01%
+17,600
615
$240K 0.01%
+20,160
616
$239K 0.01%
+5,783
617
$237K 0.01%
+2,965
618
$237K 0.01%
+101
619
$237K 0.01%
+11,906
620
$237K 0.01%
+3,959
621
$235K 0.01%
+20,000
622
$234K 0.01%
+14,678
623
$233K 0.01%
+10,116
624
$232K 0.01%
+5,100
625
$232K 0.01%
+12,080
23 24
25
26 27