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
1201
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0
1202
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-15,000
1203
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-6
1204
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-148
1205
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-51,256
1206
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1207
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-16,500
1208
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0
1209
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0
1210
– –
-29,242
1211
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-279
1212
– –
-4,400
1213
– –
0
1214
– –
-368,800
1215
– –
0
1216
– –
0
1217
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0
1218
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0
1219
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0
1220
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-379
1221
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-10,971
1222
– –
-751
1223
– –
-35,954
1224
– –
-31,401
1225
– –
-11,956
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