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
126
$1.89M 0.05%
+24,802
127
$1.89M 0.05%
+35,732
128
$1.88M 0.05%
+60,865
129
$1.88M 0.05%
117,813
-8,074
130
$1.76M 0.05%
13,936
+6,769
131
$1.76M 0.05%
21,683
-48,407
132
$1.74M 0.05%
20,002
-14,519
133
$1.74M 0.05%
28,280
+23,226
134
$1.72M 0.05%
25,000
+5,000
135
$1.66M 0.05%
15,000
-30,000
136
$1.65M 0.05%
67,646
+6,337
137
$1.63M 0.05%
177,227
-28,200
138
$1.62M 0.05%
1,100
+850
139
$1.57M 0.05%
21,056
+2,866
140
$1.57M 0.04%
14,827
-10,794
141
$1.55M 0.04%
+25,816
142
$1.5M 0.04%
+16,000
143
$1.5M 0.04%
27,973
+8,800
144
$1.48M 0.04%
734,365
-1,497
145
$1.48M 0.04%
67,169
+62,634
146
$1.46M 0.04%
125,587
-72,700
147
$1.45M 0.04%
+30,000
148
$1.44M 0.04%
+33,651
149
$1.44M 0.04%
+134,633
150
$1.42M 0.04%
94,449
4 5
6
7 8