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
201
$967K 0.01%
119,000
+63,000
202
$967K 0.01%
+16,312
203
$941K 0.01%
50,000
-35,000
204
$939K 0.01%
+40,000
205
$927K 0.01%
92,008
206
$926K 0.01%
50,488
+17,904
207
$922K 0.01%
+42,500
208
$913K 0.01%
171,053
+40,805
209
$896K 0.01%
21,054
+17,600
210
$889K 0.01%
95,345
-17,500
211
$886K 0.01%
55,995
-172,000
212
$884K 0.01%
6,872
-3,282
213
$873K 0.01%
49,303
214
$867K 0.01%
529
+435
215
$864K 0.01%
22,000
+3,000
216
$845K 0.01%
+7,000
217
$840K 0.01%
+55,755
218
$839K 0.01%
9,920
219
$826K 0.01%
84,311
220
$820K 0.01%
+16,500
221
$806K 0.01%
100,249
+31,085
222
$795K 0.01%
+6,500
223
$782K 0.01%
+8,191
224
$774K 0.01%
+9,696
225
$772K 0.01%
26,000
+25,000
7 8
9
10 11