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
126
$2.37M 0.06%
+69,200
127
$2.35M 0.06%
+470,811
128
$2.34M 0.06%
+28,773
129
$2.33M 0.06%
+96,400
130
$2.32M 0.06%
+42,966
131
$2.29M 0.06%
+148,662
132
$2.29M 0.06%
+91,950
133
$2.28M 0.06%
+65,283
134
$2.27M 0.06%
+90,286
135
$2.25M 0.06%
+119,963
136
$2.24M 0.06%
+266,691
137
$2.23M 0.06%
+91,001
138
$2.22M 0.06%
+169,032
139
$2.22M 0.06%
+37,956
140
$2.2M 0.06%
+170,913
141
$2.18M 0.06%
+49,277
142
$2.18M 0.06%
+87,225
143
$2.17M 0.06%
+25,000
144
$2.16M 0.06%
+155,166
145
$2.15M 0.05%
+114,154
146
$2.13M 0.05%
+162,172
147
$2.12M 0.05%
+42,606
148
$2.11M 0.05%
+30,650
149
$2.08M 0.05%
+77,282
150
$2.08M 0.05%
+24,193
4 5
6
7 8