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
251
$523K 0.02%
+20,000
252
$516K 0.01%
10,000
-3,000
253
$515K 0.01%
+7,500
254
$511K 0.01%
+175,000
255
$508K 0.01%
31,002
-33,849
256
$508K 0.01%
12,261
-53,199
257
$506K 0.01%
18,579
-2,714
258
$504K 0.01%
+50,000
259
$499K 0.01%
27,467
+2,800
260
$498K 0.01%
+4,219
261
$498K 0.01%
+13,090
262
$496K 0.01%
+15,000
263
$490K 0.01%
395,271
+49,989
264
$490K 0.01%
+35,000
265
$490K 0.01%
+12,200
266
$486K 0.01%
7,266
-882
267
$482K 0.01%
+17,489
268
$473K 0.01%
+107,521
269
$471K 0.01%
+28,785
270
$471K 0.01%
45,088
-4,900
271
$465K 0.01%
70,254
+10,442
272
$459K 0.01%
11,300
-300
273
$450K 0.01%
82,439
-20,000
274
$450K 0.01%
+4,074
275
$448K 0.01%
4,309
-4,914
9 10
11
12 13