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
376
$143K ﹤0.01%
6,200
-600
377
$141K ﹤0.01%
3,018
-102
378
$141K ﹤0.01%
4,802
-8,249
379
$140K ﹤0.01%
+22,100
380
$139K ﹤0.01%
1,354
-19,576
381
$135K ﹤0.01%
3,200
-6,000
382
$135K ﹤0.01%
+9,999
383
$132K ﹤0.01%
4,700
-1,000
384
$131K ﹤0.01%
2,786
-14,090
385
$131K ﹤0.01%
+4,294
386
$129K ﹤0.01%
+2,404
387
$128K ﹤0.01%
123,324
-4,043
388
$127K ﹤0.01%
+2,504
389
$125K ﹤0.01%
+1,695
390
$125K ﹤0.01%
362
-5,001
391
$121K ﹤0.01%
+3,750
392
$121K ﹤0.01%
17,638
-11,781
393
$120K ﹤0.01%
+786
394
$119K ﹤0.01%
1,140
+516
395
$117K ﹤0.01%
6,601
-6,365
396
$117K ﹤0.01%
+1,479
397
$117K ﹤0.01%
+1,971
398
$117K ﹤0.01%
+1,448
399
$117K ﹤0.01%
32,088
+4,042
400
$116K ﹤0.01%
+3,872
14 15
16
17 18