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WAM

Wolverine Asset Management Portfolio holdings

AUM $6.41B
1-Year Est. Return 4.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.44B
AUM Growth
-$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,410
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.73%
2 Technology 3.72%
3 Healthcare 1.52%
4 Industrials 1.39%
5 Consumer Discretionary 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
-410
2027
-608,129
2028
-9,525
2029
-438,844
2030
-100,000
2031
-2,764
2032
0
2033
-362,570
2034
-2,602
2035
0
2036
$0 ﹤0.01%
2,060
-105,574
2037
-9,404
2038
-1,010
2039
-2
2040
-3,191
2041
-800
2042
-2,567
2043
-16,386
2044
-2,158
2045
-14,497
2046
-4,635
2047
-4,421
2048
-3
2049
-70,000
2050
-5,319