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
51
$5.08M 0.08%
160,253
+157,453
52
$5.04M 0.08%
202,539
+103,452
53
$4.88M 0.07%
+480,000
54
$4.79M 0.07%
20,000
-660
55
$4.7M 0.07%
51,000
+42,000
56
$4.67M 0.07%
+50,000
57
$4.66M 0.07%
70,000
+40,000
58
$4.55M 0.07%
+99,017
59
$4.4M 0.07%
+28,850
60
$4.38M 0.07%
50,442
-84,168
61
$4.34M 0.06%
99,574
-14,027
62
$4.32M 0.06%
391,498
+272,100
63
$4.31M 0.06%
300,000
+110,000
64
$4.19M 0.06%
+83,238
65
$4.13M 0.06%
689,209
+13,502
66
$4.1M 0.06%
39,231
+29,031
67
$3.99M 0.06%
49,700
-10,100
68
$3.93M 0.06%
96,000
-212,100
69
$3.93M 0.06%
+85,614
70
$3.93M 0.06%
138,227
+29,933
71
$3.92M 0.06%
+43,085
72
$3.87M 0.06%
+60,938
73
$3.78M 0.06%
+2,936
74
$3.77M 0.06%
+330,665
75
$3.68M 0.05%
115,990
-67,843
1 2
3
4 5