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
426
$82K ﹤0.01%
+6,345
427
$79K ﹤0.01%
631
+544
428
$77K ﹤0.01%
94
-1,658
429
$76K ﹤0.01%
+5,472
430
$73K ﹤0.01%
+9,800
431
$72K ﹤0.01%
+9,136
432
$68K ﹤0.01%
3,500
433
$67K ﹤0.01%
4,814
-4,666
434
$67K ﹤0.01%
1,888
-16,395
435
$67K ﹤0.01%
+2,382
436
$67K ﹤0.01%
785
+662
437
$64K ﹤0.01%
2,310
438
$63K ﹤0.01%
+944
439
$63K ﹤0.01%
+1,047
440
$63K ﹤0.01%
1,672
-7,000
441
$62K ﹤0.01%
+1,016
442
$61K ﹤0.01%
2,000
-3,000
443
$61K ﹤0.01%
925
-12,926
444
$61K ﹤0.01%
+1,261
445
$60K ﹤0.01%
3,816
-12,400
446
$58K ﹤0.01%
+351
447
$57K ﹤0.01%
+1,066
448
$55K ﹤0.01%
+4,000
449
$55K ﹤0.01%
+3,700
450
$54K ﹤0.01%
+2,628
16 17
18
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