We are live on ! Find out more
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
1226
– –
0
1227
– –
-30,000
1228
– –
0
1229
– –
-19,199
1230
– –
0
1231
– –
-15,600
1232
– –
0
1233
– –
-632
1234
– –
-10,308
1235
– –
0
1236
– –
-28,000
1237
– –
-215,250
1238
– –
-49,695
1239
– –
-174,944
1240
– –
0
1241
– –
0
1242
– –
0
1243
– –
-11,074
1244
– –
0
1245
– –
0
1246
– –
-110,926
1247
– –
-15,966
1248
– –
-1,013
1249
– –
-63,699
1250
– –
-417,080
48 49
50
51 52