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
101
$2.43M 0.07%
68,036
-500
102
$2.42M 0.07%
+60,522
103
$2.4M 0.07%
50,740
-20,238
104
$2.39M 0.07%
30,900
+15,900
105
$2.36M 0.07%
265,763
-34,105
106
$2.33M 0.07%
+82,352
107
$2.33M 0.07%
+190,122
108
$2.3M 0.07%
146,824
-80,021
109
$2.29M 0.07%
348,897
-2,571
110
$2.27M 0.06%
+27,750
111
$2.26M 0.06%
103,566
+29,706
112
$2.23M 0.06%
33,331
+7,593
113
$2.17M 0.06%
+14,000
114
$2.15M 0.06%
17,447
-56,496
115
$2.11M 0.06%
30,623
-16,009
116
$2.08M 0.06%
431,043
-218,200
117
$2.05M 0.06%
1,634
+917
118
$2.04M 0.06%
11,000
+10,000
119
$2.02M 0.06%
46,802
-34,195
120
$2M 0.06%
19,603
-220,744
121
$2M 0.06%
+19,800
122
$1.99M 0.06%
+22,800
123
$1.96M 0.06%
+54,786
124
$1.94M 0.06%
59,370
+58,670
125
$1.92M 0.06%
+7,571
3 4
5
6 7