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
1101
– –
-5,000
1102
– –
-187
1103
– –
-11,321
1104
– –
-192,534
1105
– –
-407
1106
– –
-722
1107
– –
-132
1108
– –
0
1109
– –
0
1110
– –
-480
1111
– –
-100
1112
– –
-4,577
1113
– –
0
1114
– –
-7
1115
– –
0
1116
– –
0
1117
– –
0
1118
– –
-20,000
1119
– –
-418
1120
– –
-3,654
1121
– –
-12,509
1122
– –
-282
1123
– –
-50,328
1124
– –
-101
1125
– –
-955
43 44
45
46 47