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
76
$3.67M 0.05%
159,350
+14,100
77
$3.62M 0.05%
354,600
-45,400
78
$3.48M 0.05%
27,500
+22,500
79
$3.47M 0.05%
585,712
+188,671
80
$3.47M 0.05%
100,347
-29,653
81
$3.45M 0.05%
214,357
82
$3.42M 0.05%
79,530
+4,430
83
$3.29M 0.05%
293,580
-29,000
84
$3.28M 0.05%
591,445
-56,192
85
$3.26M 0.05%
+142,297
86
$3.24M 0.05%
208,138
+134,592
87
$3.15M 0.05%
111,548
+56,600
88
$3.08M 0.05%
+22,600
89
$3.06M 0.05%
20,334
+5,334
90
$2.98M 0.04%
154,444
-19,098
91
$2.96M 0.04%
+55,204
92
$2.91M 0.04%
289,563
-200
93
$2.86M 0.04%
+35,000
94
$2.85M 0.04%
272,729
-3
95
$2.75M 0.04%
+208,907
96
$2.73M 0.04%
48,100
+3,000
97
$2.72M 0.04%
38,200
-11,800
98
$2.66M 0.04%
209,950
-154,361
99
$2.56M 0.04%
+55,000
100
$2.55M 0.04%
35,000
-25,000
2 3
4
5 6