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
151
$2.07M 0.05%
+60,664
152
$2.06M 0.05%
+58,000
153
$2.06M 0.05%
+30,945
154
$2.04M 0.05%
+150,757
155
$2M 0.05%
+116,895
156
$2M 0.05%
+39,000
157
$2M 0.05%
+53,600
158
$1.99M 0.05%
+18,310
159
$1.98M 0.05%
+39,308
160
$1.96M 0.05%
+31,050
161
$1.94M 0.05%
+50,872
162
$1.94M 0.05%
+17,441
163
$1.93M 0.05%
+106,331
164
$1.93M 0.05%
+78,380
165
$1.93M 0.05%
+36,812
166
$1.92M 0.05%
+51,985
167
$1.9M 0.05%
+104,183
168
$1.89M 0.05%
+47,180
169
$1.86M 0.05%
+101,612
170
$1.86M 0.05%
+52,250
171
$1.85M 0.05%
+618
172
$1.85M 0.05%
+56,895
173
$1.85M 0.05%
+128,358
174
$1.85M 0.05%
+25,790
175
$1.84M 0.05%
+49,795
5 6
7
8 9