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
526
$11K ﹤0.01%
+800
527
$11K ﹤0.01%
+800
528
$9K ﹤0.01%
81
-16,289
529
$9K ﹤0.01%
108
-21,757
530
$9K ﹤0.01%
914
531
$9K ﹤0.01%
+5,657
532
$8K ﹤0.01%
798
533
$8K ﹤0.01%
14,400
534
$8K ﹤0.01%
596,730
-105,100
535
$7K ﹤0.01%
591
536
$7K ﹤0.01%
6,715
537
$6K ﹤0.01%
416
-195,359
538
$6K ﹤0.01%
+238
539
$5K ﹤0.01%
+417
540
$5K ﹤0.01%
200
-50,000
541
$4K ﹤0.01%
156
-500
542
$4K ﹤0.01%
+200
543
$4K ﹤0.01%
+275
544
$3K ﹤0.01%
+215
545
$3K ﹤0.01%
+248
546
$3K ﹤0.01%
+200
547
$3K ﹤0.01%
+45
548
$3K ﹤0.01%
8,132
549
$3K ﹤0.01%
26
-5,092
550
$2K ﹤0.01%
199
-94,623
20 21
22
23 24