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
26
$6.63M 0.19%
82,182
+11,846
27
$6.63M 0.19%
75,644
28
$6.53M 0.19%
97,876
+6,773
29
$6.51M 0.19%
202,203
-9,308
30
$6.29M 0.18%
271,457
-4,349
31
$6.28M 0.18%
267,347
+116,696
32
$6.27M 0.18%
125,020
+124,787
33
$6.03M 0.17%
86,468
+10,000
34
$6.01M 0.17%
43,240
+21,620
35
$5.88M 0.17%
447,426
-10,243
36
$5.88M 0.17%
84,600
-58,994
37
$5.86M 0.17%
179,449
-54,935
38
$5.83M 0.17%
+52,446
39
$5.7M 0.16%
37,035
40
$5.68M 0.16%
1,357,258
+51,343
41
$5.63M 0.16%
+53,931
42
$5.59M 0.16%
44,470
+40,000
43
$5.57M 0.16%
175,762
+172,662
44
$5.35M 0.15%
121,344
-49,336
45
$5.35M 0.15%
133,792
+300
46
$5.34M 0.15%
37,596
-11,768
47
$5.24M 0.15%
140,016
-1,600
48
$5.11M 0.15%
208,146
+45,254
49
$5.11M 0.15%
+190,000
50
$5.08M 0.15%
160,253
+157,453
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