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
926
$19K ﹤0.01%
+205
927
$19K ﹤0.01%
+2,551
928
$19K ﹤0.01%
+500
929
$18K ﹤0.01%
+400
930
$18K ﹤0.01%
+1,804
931
$18K ﹤0.01%
+1,449
932
$17K ﹤0.01%
+11,606
933
$17K ﹤0.01%
+1,300
934
$16K ﹤0.01%
+5,684
935
$16K ﹤0.01%
+1,800
936
$15K ﹤0.01%
+298
937
$15K ﹤0.01%
+600
938
$15K ﹤0.01%
+1,100
939
$15K ﹤0.01%
+1,168
940
$14K ﹤0.01%
+2,646
941
$14K ﹤0.01%
+700
942
$14K ﹤0.01%
+7,189
943
$14K ﹤0.01%
+1,534
944
$13K ﹤0.01%
+1,200
945
$13K ﹤0.01%
+1,005
946
– –
0
947
$12K ﹤0.01%
+310
948
$12K ﹤0.01%
+883
949
$11K ﹤0.01%
+463
950
$11K ﹤0.01%
+1,000
36 37
38
39 40