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 3.41%
3 Energy 2.77%
4 Consumer Discretionary 2.48%
5 Technology 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.84M 0.05%
+19,794
177
$1.84M 0.05%
+28,640
178
$1.82M 0.05%
+32,627
179
$1.82M 0.05%
+48,973
180
$1.81M 0.05%
+86,041
181
$1.8M 0.05%
+73,716
182
$1.78M 0.05%
+23,790
183
$1.77M 0.05%
+25,091
184
$1.77M 0.05%
+92,257
185
$1.76M 0.05%
+53,963
186
$1.75M 0.04%
+223,775
187
$1.75M 0.04%
+42,012
188
$1.74M 0.04%
+82,258
189
$1.73M 0.04%
+108,000
190
$1.72M 0.04%
+22,400
191
$1.7M 0.04%
+23,328
192
$1.69M 0.04%
+96,618
193
$1.69M 0.04%
+71,900
194
$1.67M 0.04%
+18,513
195
$1.67M 0.04%
+239,976
196
$1.67M 0.04%
+27,602
197
$1.67M 0.04%
+2,697
198
$1.67M 0.04%
+180,831
199
$1.66M 0.04%
+155,527
200
$1.64M 0.04%
+69,550
6 7
8
9 10