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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
1201
– –
-9,832
1202
– –
-53,250
1203
– –
-12,191
1204
– –
-31,234
1205
– –
-858,946
1206
– –
-32,807
1207
– –
-69,740
1208
– –
0
1209
– –
-35,342
1210
– –
0
1211
– –
0
1212
– –
0
1213
– –
-646
1214
– –
0
1215
– –
-25,000
1216
– –
-47,979
1217
$0 ﹤0.01%
20
1218
– –
0
1219
– –
-4,368
1220
– –
0
1221
– –
-18,841
1222
– –
-47,617
1223
– –
-10,000
1224
– –
-233,270
1225
– –
-25,919
47 48
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50 51