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
451
$53K ﹤0.01%
160
+100
452
$52K ﹤0.01%
467
-551
453
$52K ﹤0.01%
1,325
454
$51K ﹤0.01%
+1,833
455
$51K ﹤0.01%
656
456
$51K ﹤0.01%
128,812
-2,500
457
$50K ﹤0.01%
5,036
-32,266
458
$50K ﹤0.01%
+3,413
459
$50K ﹤0.01%
1,140
460
$49K ﹤0.01%
961
+180
461
$49K ﹤0.01%
887
462
$47K ﹤0.01%
+2,891
463
$46K ﹤0.01%
14,906
+10,420
464
$44K ﹤0.01%
3,023
-16,069
465
$44K ﹤0.01%
4,481
+1,460
466
$43K ﹤0.01%
+3,129
467
$42K ﹤0.01%
800
-6,700
468
$42K ﹤0.01%
+437
469
$40K ﹤0.01%
100
470
$40K ﹤0.01%
+1,050
471
$39K ﹤0.01%
215,771
+200,890
472
$39K ﹤0.01%
13,354
473
$38K ﹤0.01%
600
-14,100
474
$38K ﹤0.01%
1,000
-5,150
475
$36K ﹤0.01%
2,438
-2,425
17 18
19
20 21