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
$4.18B
AUM Growth
-$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$128M
3
+$20.3M
4
JPM icon
JPMorgan Chase
JPM
+$12.5M
5
VALE icon
Vale
VALE
+$12.2M

Top Sells

1
+$146M
2
+$116M
3
+$113M
4
AFL icon
Aflac
AFL
+$72.9M
5
AET
Aetna Inc
AET
+$65.3M

Sector Composition

1 Technology 12.81%
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
– –
0
1005
– –
0
1006
– –
0
1007
– –
0
1008
– –
0
1009
– –
0
1010
– –
-36,991
1011
– –
-24,000
1012
– –
-166
1013
– –
0
1014
– –
0
1015
– –
0
1016
– –
0
1017
– –
-65,529
1018
– –
-26,174
1019
– –
-9,832
1020
– –
-53,250
1021
– –
-124,437
1022
– –
-17,547
1023
– –
-75,849
1024
– –
0
1025
– –
-726
39 40
41
42 43