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 3.41%
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
$30K ﹤0.01%
+4,200
902
$29K ﹤0.01%
+2,266
903
$29K ﹤0.01%
+1,500
904
$28K ﹤0.01%
+498
905
$28K ﹤0.01%
+1,512
906
$27K ﹤0.01%
+330
907
$27K ﹤0.01%
+2,869
908
$26K ﹤0.01%
+2,400
909
$26K ﹤0.01%
+1,800
910
$26K ﹤0.01%
+2,112
911
$25K ﹤0.01%
+4,921
912
$25K ﹤0.01%
+1,781
913
$24K ﹤0.01%
+1,857
914
$23K ﹤0.01%
+2,200
915
$23K ﹤0.01%
+2,194
916
$23K ﹤0.01%
+5,300
917
$22K ﹤0.01%
+400
918
$22K ﹤0.01%
+800
919
$22K ﹤0.01%
+247
920
$21K ﹤0.01%
+800
921
$21K ﹤0.01%
+592
922
$20K ﹤0.01%
+270
923
$20K ﹤0.01%
+1,151
924
$20K ﹤0.01%
+3
925
$20K ﹤0.01%
+464
35 36
37
38 39