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
851
$51K ﹤0.01%
+650
852
$50K ﹤0.01%
+6,528
853
$49K ﹤0.01%
+3,600
854
$49K ﹤0.01%
+6,770
855
$48K ﹤0.01%
+6,314
856
$47K ﹤0.01%
+800
857
$47K ﹤0.01%
+3,705
858
$44K ﹤0.01%
+720
859
$44K ﹤0.01%
+3,735
860
$44K ﹤0.01%
+3,943
861
$42K ﹤0.01%
+4,000
862
$42K ﹤0.01%
+2,916
863
$42K ﹤0.01%
+3,274
864
$41K ﹤0.01%
+1,708
865
$41K ﹤0.01%
+3,091
866
$40K ﹤0.01%
+7,100
867
$40K ﹤0.01%
+2,100
868
$40K ﹤0.01%
+2,666
869
$39K ﹤0.01%
+3,923
870
$39K ﹤0.01%
+3,189
871
$38K ﹤0.01%
+1,200
872
$38K ﹤0.01%
+2,200
873
$37K ﹤0.01%
+217
874
$37K ﹤0.01%
+2,000
875
$37K ﹤0.01%
+2,896
33 34
35
36 37