WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
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
+$36.7M
2
+$19.2M
3
+$18.9M
4
WFC icon
Wells Fargo
WFC
+$15.7M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.3M

Top Sells

1
+$117M
2
+$23.2M
3
+$13.4M
4
HLF icon
Herbalife
HLF
+$11.9M
5
META icon
Meta Platforms (Facebook)
META
+$11.4M

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
$747K 0.02%
66,960
227
$734K 0.02%
71,200
+13,100
228
$733K 0.02%
11,125
-23,000
229
$718K 0.02%
107
230
$704K 0.02%
+23,720
231
$700K 0.02%
4,346
+100
232
$697K 0.02%
11,250
+1,700
233
$693K 0.02%
+22,672
234
$682K 0.02%
6,000
-9,000
235
$678K 0.02%
+18,000
236
$677K 0.02%
85,245
237
$668K 0.02%
+49,803
238
$652K 0.02%
+25,000
239
$642K 0.02%
+62,280
240
$635K 0.02%
42,709
+30,284
241
$632K 0.02%
12,173
+9,300
242
$626K 0.02%
36,176
+2,433
243
$621K 0.02%
+86,380
244
$616K 0.02%
+4,186
245
$610K 0.02%
+12,500
246
$588K 0.02%
24,300
+3,300
247
$587K 0.02%
+15,000
248
$568K 0.02%
+7,607
249
$568K 0.02%
+17,800
250
$536K 0.02%
2,946
8 9
10
11 12