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
526
$8K ﹤0.01%
596,730
-105,100
527
$7K ﹤0.01%
6,715
528
$7K ﹤0.01%
591
529
$6K ﹤0.01%
416
-195,359
530
$6K ﹤0.01%
+238
531
$5K ﹤0.01%
+417
532
$5K ﹤0.01%
200
-50,000
533
$4K ﹤0.01%
156
-500
534
$4K ﹤0.01%
+200
535
$4K ﹤0.01%
+275
536
$3K ﹤0.01%
26
-5,092
537
$3K ﹤0.01%
+215
538
$3K ﹤0.01%
+248
539
$3K ﹤0.01%
+200
540
$3K ﹤0.01%
+45
541
$3K ﹤0.01%
8,132
542
$2K ﹤0.01%
199
-94,623
543
$2K ﹤0.01%
459
544
$2K ﹤0.01%
+562
545
$2K ﹤0.01%
+92
546
$2K ﹤0.01%
182
-3,390
547
$1K ﹤0.01%
200
548
$1K ﹤0.01%
117
-12,198
549
– –
-3,346
550
– –
-89,599
20 21
22
23 24