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
626
$232K 0.01%
+5,100
627
$232K 0.01%
+12,080
628
$231K 0.01%
+5,400
629
$231K 0.01%
+23,673
630
$230K 0.01%
+6,892
631
$230K 0.01%
+6,986
632
$229K 0.01%
+32,800
633
$229K 0.01%
+19,806
634
$228K 0.01%
+17,160
635
$225K 0.01%
+10,000
636
$222K 0.01%
+4,200
637
$222K 0.01%
+938
638
$221K 0.01%
+6,421
639
$220K 0.01%
+5,470
640
$220K 0.01%
+10,300
641
$219K 0.01%
+50,766
642
$217K 0.01%
+5,300
643
$216K 0.01%
+3,598
644
$215K 0.01%
+7,700
645
$215K 0.01%
+10,156
646
$215K 0.01%
+8,050
647
$213K 0.01%
+15,226
648
$211K 0.01%
+30,050
649
$206K 0.01%
+6,592
650
$205K 0.01%
+1,850
24 25
26
27 28