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
301
$340K 0.01%
29,818
+12,207
302
$329K 0.01%
+6,200
303
$328K 0.01%
7,974
+58
304
$324K 0.01%
+2,000
305
$321K 0.01%
+14,448
306
$320K 0.01%
+7,500
307
$315K 0.01%
2,500
-600
308
$313K 0.01%
1,829
309
$312K 0.01%
6,648
+3,749
310
$307K 0.01%
4,437
-2,049
311
$304K 0.01%
+4,803
312
$304K 0.01%
1,901,498
-140,114
313
$300K 0.01%
21,900
+6,900
314
$298K 0.01%
+10,000
315
$294K 0.01%
7,000
-78,000
316
$293K 0.01%
+3,300
317
$290K 0.01%
1,643
-18,026
318
$288K 0.01%
1,621
+927
319
$287K 0.01%
+4,373
320
$282K 0.01%
+7,856
321
$281K 0.01%
+12,630
322
$280K 0.01%
16,692
-6,335
323
$279K 0.01%
7,468
+7,317
324
$278K 0.01%
5,285
325
$275K 0.01%
+6,829
11 12
13
14 15