WAM

Wolverine Asset Management Portfolio holdings

AUM $5.98B
1-Year Est. Return 2.56%
This Quarter Est. Return
1 Year Est. Return
+2.56%
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
1
$35.2M 0.9%
+1,304,774
2
$30M 0.77%
+628,370
3
$24.7M 0.63%
+429,200
4
$22.9M 0.58%
+1,043,903
5
$20.1M 0.51%
+828,464
6
$17M 0.43%
+202,942
7
$15.2M 0.39%
+506,124
8
$15.1M 0.39%
+211,404
9
$15M 0.38%
+312,671
10
$13.5M 0.35%
+157,416
11
$13M 0.33%
+593,175
12
$12.9M 0.33%
+1,346,400
13
$12.2M 0.31%
+119,131
14
$11.8M 0.3%
+92,006
15
$11.6M 0.3%
+257,639
16
$10.9M 0.28%
+669,566
17
$10.8M 0.28%
+9,270
18
$10.5M 0.27%
+194,694
19
$10.5M 0.27%
+414,018
20
$10.4M 0.27%
+390,103
21
$10.3M 0.26%
+548,752
22
$9.5M 0.24%
+229,569
23
$9.36M 0.24%
+134,595
24
$9.29M 0.24%
+199,973
25
$9.07M 0.23%
+155,007
1
2 3 4 5