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
$3.4B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,521
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$30M
3
+$24.7M
4
HIG.WS
Hartford Financial Services Grp
HIG.WS
+$22.9M
5
COF.WS
Capital One Financial Corp
COF.WS
+$20.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.68%
2 Industrials 3.4%
3 Energy 2.77%
4 Consumer Discretionary 2.48%
5 Technology 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.82M 0.07%
+44,486
102
$2.81M 0.07%
+71,479
103
$2.81M 0.07%
+58,332
104
$2.8M 0.07%
+245,150
105
$2.77M 0.07%
+89,413
106
$2.77M 0.07%
+61,800
107
$2.73M 0.07%
+198
108
$2.72M 0.07%
+112,200
109
$2.71M 0.07%
+97,317
110
$2.69M 0.07%
+44,470
111
$2.69M 0.07%
+8,858
112
$2.68M 0.07%
+89,565
113
$2.63M 0.07%
+34,660
114
$2.6M 0.07%
+40,163
115
$2.59M 0.07%
+33,400
116
$2.57M 0.07%
+57,375
117
$2.56M 0.07%
+52,573
118
$2.55M 0.07%
+22,650
119
$2.54M 0.06%
+298,258
120
$2.49M 0.06%
+78,555
121
$2.46M 0.06%
+171,634
122
$2.41M 0.06%
+74,189
123
$2.4M 0.06%
+60,231
124
$2.38M 0.06%
+186,033
125
$2.38M 0.06%
+83,623
3 4
5
6 7