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
976
$4K ﹤0.01%
+30
977
$4K ﹤0.01%
+400
978
$4K ﹤0.01%
+55,720
979
$4K ﹤0.01%
+500
980
$4K ﹤0.01%
+2,500
981
$3K ﹤0.01%
+700
982
$3K ﹤0.01%
+700
983
$3K ﹤0.01%
+300
984
$2K ﹤0.01%
+200
985
$2K ﹤0.01%
+1,500
986
$1K ﹤0.01%
+50
987
$1K ﹤0.01%
+200
988
$1K ﹤0.01%
+117
989
$1K ﹤0.01%
+1,500
990
$1K ﹤0.01%
+2,335
991
– –
0
992
– –
0
993
– –
0
994
– –
0
995
$0 ﹤0.01%
+439
996
– –
0
997
– –
0
998
– –
0
999
– –
0
1000
– –
0
38 39
40
41 42