WAM

Wolverine Asset Management Portfolio holdings

AUM $6.85B
1-Year Est. Return 2.82%
This Quarter Est. Return
1 Year Est. Return
+2.82%
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
+$37.9M
2
+$22.4M
3
+$16.8M
4
WFC icon
Wells Fargo
WFC
+$14.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.4M

Top Sells

1
+$117M
2
+$22.6M
3
+$13.8M
4
META icon
Meta Platforms (Facebook)
META
+$11.4M
5
HLF icon
Herbalife
HLF
+$11M

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
26
$6.95M 0.1%
+295,671
27
$6.63M 0.1%
82,182
+11,846
28
$6.63M 0.1%
75,644
29
$6.53M 0.1%
97,876
+6,773
30
$6.51M 0.1%
202,203
-9,308
31
$6.29M 0.09%
271,457
-4,349
32
$6.28M 0.09%
267,347
+116,696
33
$6.27M 0.09%
125,020
+124,787
34
$6.03M 0.09%
86,468
+10,000
35
$6.01M 0.09%
43,240
+21,620
36
$5.88M 0.09%
447,426
-10,243
37
$5.88M 0.09%
84,600
-58,994
38
$5.86M 0.09%
179,449
-54,935
39
$5.83M 0.09%
+52,446
40
$5.7M 0.09%
37,035
41
$5.68M 0.08%
1,357,258
+51,343
42
$5.63M 0.08%
+53,931
43
$5.59M 0.08%
44,470
+40,000
44
$5.57M 0.08%
175,762
+172,662
45
$5.35M 0.08%
121,344
-49,336
46
$5.35M 0.08%
133,792
+300
47
$5.34M 0.08%
37,596
-11,768
48
$5.24M 0.08%
140,016
-1,600
49
$5.11M 0.08%
208,146
+45,254
50
$5.11M 0.08%
+190,000
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