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
901
$29K ﹤0.01%
+1,500
902
$28K ﹤0.01%
+498
903
$28K ﹤0.01%
+1,512
904
$27K ﹤0.01%
+330
905
$27K ﹤0.01%
+2,869
906
$26K ﹤0.01%
+2,400
907
$26K ﹤0.01%
+1,800
908
$26K ﹤0.01%
+2,112
909
$25K ﹤0.01%
+4,921
910
$25K ﹤0.01%
+1,781
911
$24K ﹤0.01%
+1,857
912
$23K ﹤0.01%
+2,200
913
$23K ﹤0.01%
+2,194
914
$23K ﹤0.01%
+5,300
915
$22K ﹤0.01%
+400
916
$22K ﹤0.01%
+800
917
$22K ﹤0.01%
+247
918
$21K ﹤0.01%
+800
919
$21K ﹤0.01%
+592
920
$20K ﹤0.01%
+464
921
$20K ﹤0.01%
+270
922
$20K ﹤0.01%
+1,151
923
$20K ﹤0.01%
+3
924
$19K ﹤0.01%
+205
925
$19K ﹤0.01%
+2,551
35 36
37
38 39