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
501
$19K ﹤0.01%
+277
502
$19K ﹤0.01%
+1,350
503
$18K ﹤0.01%
55
504
$18K ﹤0.01%
+871
505
$17K ﹤0.01%
1,785
+1,485
506
$16K ﹤0.01%
97
+36
507
$15K ﹤0.01%
400
508
$14K ﹤0.01%
+2,000
509
$14K ﹤0.01%
320
-7,380
510
$14K ﹤0.01%
246
-5,992
511
$14K ﹤0.01%
35,300
+20,300
512
$13K ﹤0.01%
+874
513
$12K ﹤0.01%
7,450
514
$11K ﹤0.01%
1,342
515
$11K ﹤0.01%
52
-380
516
$11K ﹤0.01%
+800
517
$11K ﹤0.01%
+4,500
518
$11K ﹤0.01%
+800
519
$11K ﹤0.01%
+800
520
$9K ﹤0.01%
81
-16,289
521
$9K ﹤0.01%
108
-21,757
522
$9K ﹤0.01%
914
523
$9K ﹤0.01%
+5,657
524
$8K ﹤0.01%
798
525
$8K ﹤0.01%
14,400
19 20
21
22 23