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
$4.71B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$128M
3
+$127M
4
AET
Aetna Inc
AET
+$75.5M
5
AFL icon
Aflac
AFL
+$72.9M

Top Sells

1
+$49.2M
2
+$22.6M
3
+$13.3M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$12.9M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$11.3M

Sector Composition

1 Industrials 6.81%
2 Technology 6.72%
3 Consumer Discretionary 6.01%
4 Financials 4.28%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$211M 2.14%
792,267
+751,754
2
$142M 1.43%
2,025,771
-703,932
3
$128M 1.29%
+1,527,722
4
$127M 1.29%
+670,428
5
$76.2M 0.77%
422,364
+418,399
6
$72.9M 0.74%
+1,660,000
7
$63.7M 0.65%
443,622
+384,142
8
$58.9M 0.6%
338,823
+333,410
9
$58.9M 0.6%
400,793
+380,236
10
$54.2M 0.55%
+400,000
11
$52.8M 0.53%
668,025
-20,473
12
$52.7M 0.53%
1,000,800
+100,800
13
$48.4M 0.49%
550,217
+349,230
14
$46.8M 0.47%
322,916
+73,411
15
$41.4M 0.42%
140,483
+82,275
16
$38.8M 0.39%
+483,056
17
$38.5M 0.39%
517,983
+1
18
$35.3M 0.36%
383,673
+379,833
19
$34.6M 0.35%
+201,000
20
$33.4M 0.34%
365,276
+360,182
21
$30.7M 0.31%
1,672,402
-115,868
22
$30.3M 0.31%
154,204
+138,724
23
$29.2M 0.3%
191,693
24
$29.1M 0.29%
6,008,320
+6,008,160
25
$27.4M 0.28%
809,036
+408,608
1
2 3 4 5