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
476
$36K ﹤0.01%
+1,525
477
$36K ﹤0.01%
+1,227
478
$35K ﹤0.01%
3,321
479
$34K ﹤0.01%
+2,565
480
$34K ﹤0.01%
800
481
$32K ﹤0.01%
506
482
$32K ﹤0.01%
+1,720
483
$32K ﹤0.01%
12
-84
484
$31K ﹤0.01%
+3,125
485
$31K ﹤0.01%
1,098
486
$31K ﹤0.01%
13,505
+8,801
487
$30K ﹤0.01%
1,667
-2,666
488
$30K ﹤0.01%
400
+200
489
$29K ﹤0.01%
4
+1
490
$28K ﹤0.01%
2,243
491
$27K ﹤0.01%
2,653
-12,965
492
$27K ﹤0.01%
232,812
493
$25K ﹤0.01%
852
-1,028
494
$24K ﹤0.01%
+1,750
495
$23K ﹤0.01%
1,696
-6,303
496
$22K ﹤0.01%
300
497
$22K ﹤0.01%
+8,510
498
$22K ﹤0.01%
+35
499
$21K ﹤0.01%
+1,501
500
$20K ﹤0.01%
+1,471
18 19
20
21 22