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
251
$587K 0.01%
+15,000
252
$568K 0.01%
+7,607
253
$568K 0.01%
+17,800
254
$536K 0.01%
2,946
255
$523K 0.01%
+20,000
256
$516K 0.01%
10,000
-3,000
257
$515K 0.01%
+7,500
258
$511K 0.01%
+175,000
259
$508K 0.01%
31,002
-33,849
260
$508K 0.01%
12,261
-53,199
261
$506K 0.01%
18,579
-2,714
262
$504K 0.01%
+50,000
263
$499K 0.01%
27,467
+2,800
264
$498K 0.01%
+4,219
265
$498K 0.01%
+13,090
266
$496K 0.01%
+15,000
267
$490K 0.01%
395,271
+49,989
268
$490K 0.01%
+35,000
269
$490K 0.01%
+12,200
270
$486K 0.01%
7,266
-882
271
$482K 0.01%
+17,489
272
$473K 0.01%
+107,521
273
$471K 0.01%
+28,785
274
$471K 0.01%
45,088
-4,900
275
$465K 0.01%
70,254
+10,442
9 10
11
12 13