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
101
$2.47M 0.04%
34,418
-35,492
102
$2.43M 0.04%
41,047
+11,010
103
$2.43M 0.04%
68,036
-500
104
$2.42M 0.04%
+60,522
105
$2.4M 0.04%
50,740
-20,238
106
$2.39M 0.04%
30,900
+15,900
107
$2.36M 0.04%
265,763
-34,105
108
$2.33M 0.03%
+82,352
109
$2.33M 0.03%
+190,122
110
$2.3M 0.03%
146,824
-80,021
111
$2.29M 0.03%
348,897
-2,571
112
$2.27M 0.03%
+27,750
113
$2.26M 0.03%
103,566
+29,706
114
$2.23M 0.03%
33,331
+7,593
115
$2.17M 0.03%
+14,000
116
$2.15M 0.03%
17,447
-56,496
117
$2.11M 0.03%
30,623
-16,009
118
$2.08M 0.03%
431,043
-218,200
119
$2.05M 0.03%
1,634
+917
120
$2.04M 0.03%
11,000
+10,000
121
$2.02M 0.03%
46,802
-34,195
122
$2M 0.03%
19,603
-220,744
123
$2M 0.03%
+19,800
124
$1.99M 0.03%
+22,800
125
$1.96M 0.03%
+54,786
3 4
5
6 7