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
351
$204K 0.01%
+5,308
352
$201K 0.01%
+16,378
353
$199K 0.01%
6,850
-500
354
$196K 0.01%
+12,830
355
$192K 0.01%
+8,385
356
$190K 0.01%
+6,400
357
$185K 0.01%
+17,547
358
$182K 0.01%
11,954
+2,376
359
$180K 0.01%
4,464
+120
360
$179K 0.01%
20,240
-602,160
361
$178K 0.01%
10,247
362
$177K 0.01%
4,679
-7,423
363
$174K 0.01%
+2,550
364
$174K 0.01%
2,236
-7,764
365
$173K 0.01%
1,824
-1,319
366
$170K ﹤0.01%
+5,006
367
$168K ﹤0.01%
+21,174
368
$163K ﹤0.01%
13,639
369
$160K ﹤0.01%
+7,998
370
$159K ﹤0.01%
+1,947
371
$158K ﹤0.01%
255,000
+55,000
372
$157K ﹤0.01%
1,000
-2,000
373
$153K ﹤0.01%
3,535
-7,500
374
$152K ﹤0.01%
16,592
+4,155
375
$145K ﹤0.01%
9,322
-65,473
13 14
15
16 17