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
$3.49B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$22.4M
3
+$16.8M
4
WFC icon
Wells Fargo
WFC
+$14.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.4M

Top Sells

1
+$117M
2
+$22.6M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$11.4M
5
HLF icon
Herbalife
HLF
+$11M

Sector Composition

1 Energy 2.43%
2 Technology 2.34%
3 Industrials 1.95%
4 Consumer Staples 1.95%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$760K 0.01%
87,430
-667
227
$759K 0.01%
+23,186
228
$747K 0.01%
66,960
229
$734K 0.01%
71,200
+13,100
230
$733K 0.01%
11,125
-23,000
231
$718K 0.01%
107
232
$704K 0.01%
+23,720
233
$700K 0.01%
4,346
+100
234
$697K 0.01%
11,250
+1,700
235
$693K 0.01%
+22,672
236
$682K 0.01%
6,000
-9,000
237
$681K 0.01%
+30,000
238
$678K 0.01%
+18,000
239
$677K 0.01%
85,245
240
$668K 0.01%
+49,803
241
$652K 0.01%
+25,000
242
$642K 0.01%
+62,280
243
$641K 0.01%
64,138
244
$635K 0.01%
42,709
+30,284
245
$632K 0.01%
12,173
+9,300
246
$626K 0.01%
36,176
+2,433
247
$621K 0.01%
+86,380
248
$616K 0.01%
+4,186
249
$610K 0.01%
+12,500
250
$588K 0.01%
24,300
+3,300
8 9
10
11 12