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
276
$448K 0.01%
14,000
-7,000
277
$448K 0.01%
5,423
+3,600
278
$437K 0.01%
13,200
-9,600
279
$431K 0.01%
1,248
-1,145
280
$421K 0.01%
+6,600
281
$412K 0.01%
+3,000
282
$408K 0.01%
+85,921
283
$407K 0.01%
+7,868
284
$405K 0.01%
+7,154
285
$403K 0.01%
9,346
-1,255
286
$397K 0.01%
22,581
287
$396K 0.01%
7,640
288
$395K 0.01%
6,263
-8,900
289
$388K 0.01%
10,600
290
$387K 0.01%
33,850
+17,700
291
$386K 0.01%
9,475
+1,297
292
$381K 0.01%
10,584
293
$373K 0.01%
36,067
+5,885
294
$358K 0.01%
+25,000
295
$356K 0.01%
25,815
-5,346
296
$356K 0.01%
21,570
297
$356K 0.01%
15,014
-2,647
298
$354K 0.01%
+183
299
$349K 0.01%
+2,000
300
$342K 0.01%
23,891
+1,959
10 11
12
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