We are live on ! Find out more
WAM

Wolverine Asset Management Portfolio holdings

AUM $6.41B
1-Year Est. Return 4.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.18B
AUM Growth
-$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$135M
3
+$20.5M
4
JPM icon
JPMorgan Chase
JPM
+$12.9M
5
VALE icon
Vale
VALE
+$12.7M

Top Sells

1
+$151M
2
+$122M
3
+$121M
4
AFL icon
Aflac
AFL
+$72.9M
5
AET
Aetna Inc
AET
+$69.4M

Sector Composition

1 Technology 12.85%
2 Healthcare 4.57%
3 Industrials 3.54%
4 Real Estate 3.38%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
0
1002
– –
0
1003
– –
0
1004
– –
-132,020
1005
– –
0
1006
$0 ﹤0.01%
303
1007
– –
0
1008
$0 ﹤0.01%
364
-5,236
1009
– –
-100,000
1010
– –
-100,000
1011
$0 ﹤0.01%
+1,870
1012
$0 ﹤0.01%
1,900
+900
1013
$0 ﹤0.01%
1,400
+900
1014
– –
-900
1015
– –
0
1016
– –
0
1017
$0 ﹤0.01%
+333
1018
– –
0
1019
– –
0
1020
– –
-64,137
1021
– –
-20,855
1022
– –
0
1023
– –
-248,899
1024
– –
-12,500
1025
– –
-127,593
39 40
41
42 43