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
176
$1.16M 0.03%
24,504
177
$1.15M 0.03%
+29,300
178
$1.14M 0.03%
+44,103
179
$1.14M 0.03%
+194,398
180
$1.13M 0.03%
+71,000
181
$1.12M 0.03%
+40,000
182
$1.12M 0.03%
+30,000
183
$1.1M 0.03%
20,700
-21,000
184
$1.1M 0.03%
+40,000
185
$1.1M 0.03%
18,321
186
$1.1M 0.03%
3,886
187
$1.07M 0.03%
+13,625
188
$1.07M 0.03%
104,773
189
$1.07M 0.03%
870
+180
190
$1.04M 0.03%
+35,000
191
$1.04M 0.03%
+11,000
192
$1.03M 0.03%
+40,904
193
$1.02M 0.03%
15,958
194
$999K 0.03%
108
+100
195
$995K 0.03%
+12,338
196
$988K 0.03%
+60,000
197
$979K 0.03%
35,000
-15,000
198
$978K 0.03%
24,524
-256,540
199
$967K 0.03%
119,000
+63,000
200
$967K 0.03%
+16,312
6 7
8
9 10