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
301
$356K 0.01%
15,014
-2,647
302
$356K 0.01%
21,570
303
$354K 0.01%
+183
304
$349K 0.01%
+2,000
305
$342K 0.01%
23,891
+1,959
306
$340K 0.01%
29,818
+12,207
307
$329K ﹤0.01%
+6,200
308
$328K ﹤0.01%
7,974
+58
309
$324K ﹤0.01%
+2,000
310
$321K ﹤0.01%
+14,448
311
$320K ﹤0.01%
+7,500
312
$315K ﹤0.01%
2,500
-600
313
$313K ﹤0.01%
1,829
314
$312K ﹤0.01%
6,648
+3,749
315
$307K ﹤0.01%
4,437
-2,049
316
$304K ﹤0.01%
+4,803
317
$304K ﹤0.01%
1,901,498
-140,114
318
$300K ﹤0.01%
21,900
+6,900
319
$298K ﹤0.01%
+10,000
320
$294K ﹤0.01%
7,000
-78,000
321
$293K ﹤0.01%
+3,300
322
$290K ﹤0.01%
1,643
-18,026
323
$288K ﹤0.01%
1,621
+927
324
$287K ﹤0.01%
+4,373
325
$282K ﹤0.01%
+7,856
11 12
13
14 15