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
951
$10K ﹤0.01%
+408
952
$10K ﹤0.01%
+1,017
953
$10K ﹤0.01%
+1,100
954
$10K ﹤0.01%
+1,009
955
$10K ﹤0.01%
+700
956
$9K ﹤0.01%
+1,000
957
$9K ﹤0.01%
+860
958
$9K ﹤0.01%
+270
959
$9K ﹤0.01%
+3,200
960
$9K ﹤0.01%
+200
961
$9K ﹤0.01%
+4,680
962
$8K ﹤0.01%
+635
963
$8K ﹤0.01%
+3,900
964
$8K ﹤0.01%
+586
965
$7K ﹤0.01%
+574
966
$7K ﹤0.01%
+1,600
967
$7K ﹤0.01%
+208
968
– –
0
969
$7K ﹤0.01%
+200
970
$5K ﹤0.01%
+100
971
$5K ﹤0.01%
+300
972
$5K ﹤0.01%
+100
973
$4K ﹤0.01%
+200
974
$4K ﹤0.01%
+100
975
$4K ﹤0.01%
+232
37 38
39
40 41