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
951
$10K ﹤0.01%
+1,100
952
$10K ﹤0.01%
+1,009
953
$10K ﹤0.01%
+700
954
$9K ﹤0.01%
+1,000
955
$9K ﹤0.01%
+860
956
$9K ﹤0.01%
+270
957
$9K ﹤0.01%
+3,200
958
$9K ﹤0.01%
+200
959
$9K ﹤0.01%
+4,680
960
$8K ﹤0.01%
+3,900
961
$8K ﹤0.01%
+586
962
$8K ﹤0.01%
+635
963
$7K ﹤0.01%
+574
964
$7K ﹤0.01%
+1,600
965
$7K ﹤0.01%
+208
966
– –
0
967
$7K ﹤0.01%
+200
968
$5K ﹤0.01%
+300
969
$5K ﹤0.01%
+100
970
$5K ﹤0.01%
+100
971
$4K ﹤0.01%
+200
972
$4K ﹤0.01%
+100
973
$4K ﹤0.01%
+232
974
$4K ﹤0.01%
+30
975
$4K ﹤0.01%
+400
37 38
39
40 41