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
826
$63K ﹤0.01%
+3,033
827
$63K ﹤0.01%
+6,781
828
$62K ﹤0.01%
+9
829
$62K ﹤0.01%
+4,700
830
$62K ﹤0.01%
+4,790
831
$62K ﹤0.01%
+1,300
832
$61K ﹤0.01%
+10,600
833
$61K ﹤0.01%
+2,139
834
$61K ﹤0.01%
+1,400
835
$61K ﹤0.01%
+17,000
836
$61K ﹤0.01%
+2,613
837
$59K ﹤0.01%
+2,700
838
$59K ﹤0.01%
+2,400
839
$59K ﹤0.01%
+4,399
840
$58K ﹤0.01%
+5,500
841
$57K ﹤0.01%
+850
842
$57K ﹤0.01%
+1,588
843
$56K ﹤0.01%
+5,000
844
$56K ﹤0.01%
+1,500
845
$56K ﹤0.01%
+4,246
846
$55K ﹤0.01%
+2,300
847
$54K ﹤0.01%
+12,234
848
$54K ﹤0.01%
+2,300
849
$54K ﹤0.01%
+1,257
850
$52K ﹤0.01%
+3,900
32 33
34
35 36