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
401
$116K ﹤0.01%
+7,458
402
$116K ﹤0.01%
+1,872
403
$116K ﹤0.01%
+1,710
404
$115K ﹤0.01%
5,884
-4,317
405
$115K ﹤0.01%
+11,969
406
$115K ﹤0.01%
+2,016
407
$115K ﹤0.01%
+2,503
408
$115K ﹤0.01%
1,200
-300
409
$113K ﹤0.01%
+2,951
410
$108K ﹤0.01%
7,306
-5,289
411
$108K ﹤0.01%
49,000
412
$108K ﹤0.01%
8,916
-159,024
413
$104K ﹤0.01%
+1,343
414
$102K ﹤0.01%
2,979
-27,273
415
$101K ﹤0.01%
3,046
416
$92K ﹤0.01%
1,252
417
$92K ﹤0.01%
+1,000
418
$91K ﹤0.01%
7,840
-8,624
419
$91K ﹤0.01%
+7,500
420
$90K ﹤0.01%
+7,618
421
$89K ﹤0.01%
2,753
+562
422
$89K ﹤0.01%
+550
423
$84K ﹤0.01%
+6,379
424
$84K ﹤0.01%
+1,600
425
$84K ﹤0.01%
+9,400
15 16
17
18 19