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
101
$4.27M 0.06%
+277,099
102
$4.22M 0.05%
+89,940
103
$4.18M 0.05%
238,162
+62,511
104
$4.14M 0.05%
+49,524
105
$4.14M 0.05%
99,506
+12,872
106
$4.13M 0.05%
1,955,476
-22,655
107
$4.12M 0.05%
246,457
+100,673
108
$4.01M 0.05%
385,382
+53,023
109
$4.01M 0.05%
+111,624
110
$4.01M 0.05%
45,883
+24,533
111
$4M 0.05%
42,269
+2,269
112
$3.98M 0.05%
+18,000
113
$3.98M 0.05%
395,464
114
$3.97M 0.05%
372,562
+46,762
115
$3.93M 0.05%
117,388
+17,232
116
$3.9M 0.05%
131,333
+121,103
117
$3.79M 0.05%
387,899
+162,899
118
$3.75M 0.05%
111,434
+25,282
119
$3.74M 0.05%
+85,020
120
$3.73M 0.05%
315,589
+257,217
121
$3.72M 0.05%
+120,000
122
$3.68M 0.05%
260,425
+230,729
123
$3.67M 0.05%
220,249
+139,400
124
$3.67M 0.05%
+70,372
125
$3.67M 0.05%
63,085
-171,898
3 4
5
6 7