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
151
$1.44M 0.02%
+134,633
152
$1.42M 0.02%
94,449
153
$1.42M 0.02%
+47,098
154
$1.41M 0.02%
10,000
+7,000
155
$1.39M 0.02%
170,789
+37,610
156
$1.39M 0.02%
+15,900
157
$1.38M 0.02%
23,964
-22,100
158
$1.37M 0.02%
+75,000
159
$1.36M 0.02%
+23,100
160
$1.36M 0.02%
35,271
+34,657
161
$1.35M 0.02%
97,764
162
$1.35M 0.02%
13,268
-27,492
163
$1.33M 0.02%
+25,000
164
$1.33M 0.02%
12,000
+10,700
165
$1.32M 0.02%
+10,839
166
$1.27M 0.02%
87,536
-2,199
167
$1.24M 0.02%
23,258
-1,742
168
$1.22M 0.02%
+15,000
169
$1.21M 0.02%
10,692
+7,529
170
$1.21M 0.02%
+55,000
171
$1.21M 0.02%
97,983
-27,841
172
$1.21M 0.02%
143,910
+13,155
173
$1.19M 0.02%
+40,000
174
$1.18M 0.02%
+70,000
175
$1.18M 0.02%
134,194
+1,663
5 6
7
8 9