WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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 12.81%
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 0.1%
+277,099
102
$4.22M 0.1%
+89,940
103
$4.18M 0.1%
238,162
+62,511
104
$4.14M 0.1%
+49,524
105
$4.14M 0.1%
99,506
+12,872
106
$4.13M 0.1%
1,955,476
-22,655
107
$4.12M 0.1%
246,457
+100,673
108
$4.01M 0.1%
385,382
+53,023
109
$4.01M 0.1%
+111,624
110
$4.01M 0.1%
45,883
+24,533
111
$4M 0.1%
42,269
+2,269
112
$3.98M 0.1%
+18,000
113
$3.98M 0.1%
395,464
114
$3.97M 0.1%
372,562
+46,762
115
$3.93M 0.09%
117,388
+17,232
116
$3.9M 0.09%
131,333
+121,103
117
$3.79M 0.09%
387,899
+162,899
118
$3.75M 0.09%
111,434
+25,282
119
$3.74M 0.09%
+85,020
120
$3.73M 0.09%
315,589
+257,217
121
$3.72M 0.09%
+120,000
122
$3.68M 0.09%
260,425
+230,729
123
$3.67M 0.09%
220,249
+139,400
124
$3.67M 0.09%
+70,372
125
$3.67M 0.09%
63,085
-171,898
3 4
5
6 7