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
201
$941K 0.03%
50,000
-35,000
202
$939K 0.03%
+40,000
203
$927K 0.03%
92,008
204
$926K 0.03%
50,488
+17,904
205
$922K 0.03%
+42,500
206
$913K 0.03%
171,053
+40,805
207
$896K 0.03%
21,054
+17,600
208
$889K 0.03%
95,345
-17,500
209
$886K 0.03%
55,995
-172,000
210
$884K 0.03%
6,872
-3,282
211
$873K 0.03%
49,303
212
$867K 0.02%
529
+435
213
$864K 0.02%
22,000
+3,000
214
$845K 0.02%
+7,000
215
$840K 0.02%
+55,755
216
$839K 0.02%
9,920
217
$826K 0.02%
84,311
218
$820K 0.02%
+16,500
219
$806K 0.02%
100,249
+31,085
220
$795K 0.02%
+6,500
221
$782K 0.02%
+8,191
222
$774K 0.02%
+9,696
223
$772K 0.02%
26,000
+25,000
224
$760K 0.02%
87,430
-667
225
$759K 0.02%
+23,186
7 8
9
10 11