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
501
$23K ﹤0.01%
1,696
-6,303
502
$22K ﹤0.01%
300
503
$22K ﹤0.01%
+8,510
504
$22K ﹤0.01%
+35
505
$21K ﹤0.01%
+1,501
506
$20K ﹤0.01%
53,000
507
$20K ﹤0.01%
+1,471
508
$19K ﹤0.01%
+277
509
$19K ﹤0.01%
+1,350
510
$18K ﹤0.01%
55
511
$18K ﹤0.01%
+871
512
$17K ﹤0.01%
1,785
+1,485
513
$16K ﹤0.01%
97
+36
514
$15K ﹤0.01%
400
515
$14K ﹤0.01%
+2,000
516
$14K ﹤0.01%
320
-7,380
517
$14K ﹤0.01%
246
-5,992
518
$14K ﹤0.01%
35,300
+20,300
519
$13K ﹤0.01%
+874
520
$12K ﹤0.01%
7,450
521
$12K ﹤0.01%
1,200
-193,990
522
$11K ﹤0.01%
1,342
523
$11K ﹤0.01%
52
-380
524
$11K ﹤0.01%
+800
525
$11K ﹤0.01%
+4,500
19 20
21
22 23