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 3.4%
3 Energy 2.77%
4 Consumer Discretionary 2.48%
5 Technology 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.03M 0.13%
+205,205
52
$5.01M 0.13%
+276,187
53
$4.95M 0.13%
+135,032
54
$4.88M 0.12%
+300,245
55
$4.84M 0.12%
+143,508
56
$4.82M 0.12%
+340,116
57
$4.68M 0.12%
+94,384
58
$4.64M 0.12%
+139,800
59
$4.32M 0.11%
+177,015
60
$4.25M 0.11%
+5,139
61
$4.24M 0.11%
+88,109
62
$4.22M 0.11%
+129,000
63
$4.18M 0.11%
+67,244
64
$4.17M 0.11%
+119,864
65
$4.08M 0.1%
+395,536
66
$4.05M 0.1%
+76,609
67
$3.98M 0.1%
+288,578
68
$3.95M 0.1%
+160,056
69
$3.93M 0.1%
+77,819
70
$3.76M 0.1%
+107,575
71
$3.75M 0.1%
+48,487
72
$3.74M 0.1%
+603,000
73
$3.73M 0.1%
+99,224
74
$3.72M 0.1%
+78,709
75
$3.72M 0.1%
+266,198
1 2
3
4 5