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
51
$5.04M 0.14%
202,539
+103,452
52
$4.88M 0.14%
+480,000
53
$4.79M 0.14%
20,000
-660
54
$4.7M 0.13%
51,000
+42,000
55
$4.67M 0.13%
+50,000
56
$4.66M 0.13%
70,000
+40,000
57
$4.55M 0.13%
+99,017
58
$4.4M 0.13%
+28,850
59
$4.38M 0.13%
50,442
-84,168
60
$4.34M 0.12%
99,574
-14,027
61
$4.32M 0.12%
391,498
+272,100
62
$4.31M 0.12%
300,000
+110,000
63
$4.19M 0.12%
+83,238
64
$4.13M 0.12%
689,209
+13,502
65
$4.1M 0.12%
93,761
+69,382
66
$3.99M 0.11%
49,700
-10,100
67
$3.93M 0.11%
96,000
-212,100
68
$3.93M 0.11%
+85,614
69
$3.93M 0.11%
138,227
+29,933
70
$3.92M 0.11%
+43,085
71
$3.87M 0.11%
+60,938
72
$3.78M 0.11%
+2,936
73
$3.77M 0.11%
+330,665
74
$3.68M 0.11%
115,990
-67,843
75
$3.67M 0.11%
159,350
+14,100
1 2
3
4 5