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
326
$272K 0.01%
4,200
-13,520
327
$272K 0.01%
7,711
-1,500
328
$265K 0.01%
93
-62
329
$257K 0.01%
17,610
+15,976
330
$257K 0.01%
+12,300
331
$256K 0.01%
119,851
+22,877
332
$255K 0.01%
+9,780
333
$254K 0.01%
7,228
-3,395
334
$251K 0.01%
6,200
335
$251K 0.01%
+3,600
336
$243K 0.01%
26,812
+2,236
337
$239K 0.01%
+3,900
338
$232K 0.01%
217
-1,255
339
$229K 0.01%
3,569
-2,672
340
$229K 0.01%
36,426
+60
341
$227K 0.01%
+1,817
342
$223K 0.01%
+6,100
343
$223K 0.01%
+10,200
344
$223K 0.01%
66,995
345
$216K 0.01%
10,292
+10,125
346
$215K 0.01%
+2,000
347
$211K 0.01%
6,440
348
$209K 0.01%
+6,100
349
$207K 0.01%
10,604
-131,833
350
$205K 0.01%
+6,043
12 13
14
15 16