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
176
$1.17M 0.02%
+55,000
177
$1.17M 0.02%
+95,781
178
$1.16M 0.02%
24,504
179
$1.15M 0.02%
+29,300
180
$1.14M 0.02%
+44,103
181
$1.14M 0.02%
+194,398
182
$1.13M 0.02%
+71,000
183
$1.12M 0.02%
+40,000
184
$1.12M 0.02%
+30,000
185
$1.1M 0.02%
20,700
-21,000
186
$1.1M 0.02%
+40,000
187
$1.1M 0.02%
18,321
188
$1.1M 0.02%
3,886
189
$1.07M 0.02%
+13,625
190
$1.07M 0.02%
104,773
191
$1.07M 0.02%
870
+180
192
$1.04M 0.02%
+35,000
193
$1.04M 0.02%
+11,000
194
$1.03M 0.02%
+40,904
195
$1.02M 0.02%
15,958
196
$999K 0.01%
108
+100
197
$995K 0.01%
+12,338
198
$988K 0.01%
+60,000
199
$979K 0.01%
35,000
-15,000
200
$978K 0.01%
24,524
-256,540
6 7
8
9 10