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
$4.18B
AUM Growth
-$532M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,446
New
Increased
Reduced
Closed

Top Buys

1
+$233M
2
+$128M
3
+$20.3M
4
JPM icon
JPMorgan Chase
JPM
+$12.5M
5
VALE icon
Vale
VALE
+$12.2M

Top Sells

1
+$146M
2
+$116M
3
+$113M
4
AFL icon
Aflac
AFL
+$72.9M
5
AET
Aetna Inc
AET
+$65.3M

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
201
$2.23M 0.03%
+43,233
202
$2.23M 0.03%
+499
203
$2.22M 0.03%
370,440
-1,199,664
204
$2.21M 0.03%
27,394
+2,282
205
$2.2M 0.03%
30,253
-9,807
206
$2.19M 0.03%
47,830
-1,762
207
$2.18M 0.03%
194,585
+90,876
208
$2.17M 0.03%
+100,000
209
$2.17M 0.03%
59,472
-12,974
210
$2.17M 0.03%
200,000
-104,900
211
$2.16M 0.03%
325,000
+245,000
212
$2.16M 0.03%
561,910
-5,617
213
$2.15M 0.03%
10,733
214
$2.15M 0.03%
+60,000
215
$2.14M 0.03%
35,000
-62,993
216
$2.14M 0.03%
200,000
217
$2.14M 0.03%
+201,031
218
$2.12M 0.03%
+34,164
219
$2.11M 0.03%
35,241
+35,236
220
$2.1M 0.03%
95,616
+79,147
221
$2.1M 0.03%
+207,265
222
$2.1M 0.03%
145,690
+130,810
223
$2.09M 0.03%
200,000
224
$2.08M 0.03%
59,857
+15,540
225
$2.08M 0.03%
140,845
+107,011
7 8
9
10 11