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
$4.18B
AUM Growth
-$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$128M
3
+$20.3M
4
JPM icon
JPMorgan Chase
JPM
+$12.5M
5
VALE icon
Vale
VALE
+$12.2M

Top Sells

1
+$146M
2
+$116M
3
+$113M
4
AFL icon
Aflac
AFL
+$72.9M
5
AET
Aetna Inc
AET
+$65.3M

Sector Composition

1 Technology 12.81%
2 Healthcare 4.57%
3 Industrials 3.54%
4 Real Estate 3.38%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$325K ﹤0.01%
2,869
-5,934
627
$325K ﹤0.01%
46,551
-34,771
628
$318K ﹤0.01%
9,313
-2,691
629
$317K ﹤0.01%
+2,195
630
$316K ﹤0.01%
+12,356
631
$311K ﹤0.01%
2,961
-15,414
632
$310K ﹤0.01%
+11,810
633
$307K ﹤0.01%
+11,300
634
$306K ﹤0.01%
6,354
+1,166
635
$305K ﹤0.01%
+15,625
636
$300K ﹤0.01%
19,967
-62,412
637
$299K ﹤0.01%
4,899
-134,370
638
$296K ﹤0.01%
166,500
-50,000
639
$295K ﹤0.01%
4,510
+3,572
640
$295K ﹤0.01%
+10,801
641
$294K ﹤0.01%
+13,548
642
$293K ﹤0.01%
7,293
-1,713
643
$293K ﹤0.01%
1,608
+1,266
644
$283K ﹤0.01%
+12,600
645
$278K ﹤0.01%
22,740
+740
646
$277K ﹤0.01%
+12,998
647
$277K ﹤0.01%
21,382
-127,718
648
$276K ﹤0.01%
+13,572
649
$275K ﹤0.01%
2,500
650
$275K ﹤0.01%
+31,105
24 25
26
27 28