WAM

Wolverine Asset Management Portfolio holdings

AUM $5.98B
1-Year Est. Return 2.56%
This Quarter Est. Return
1 Year Est. Return
+2.56%
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
1
$91.1M 1.36%
421,249
-541,593
2
$59M 0.88%
922,907
+28,391
3
$38.8M 0.58%
432,231
+422,651
4
$34.5M 0.51%
800,000
+540
5
$32M 0.48%
385,784
+203,169
6
$25.4M 0.38%
958,212
+843,912
7
$20.7M 0.31%
517,455
+202
8
$15.1M 0.23%
615,024
+202,715
9
$14.6M 0.22%
+328,781
10
$14M 0.21%
2,610,024
-157,728
11
$13.9M 0.21%
1,114,601
-696,889
12
$13.7M 0.2%
363,085
+356,754
13
$13.3M 0.2%
+292,994
14
$12M 0.18%
114,684
+48,910
15
$11.9M 0.18%
100,401
-116,118
16
$11.2M 0.17%
+338,333
17
$10.3M 0.15%
446,510
-135,140
18
$9.03M 0.13%
533,883
+503,883
19
$8.71M 0.13%
45,590
+23,163
20
$8.68M 0.13%
108,868
+11,593
21
$8.14M 0.12%
+191,200
22
$7.36M 0.11%
+148,529
23
$7.3M 0.11%
153,041
+83,041
24
$7.25M 0.11%
68,395
25
$7M 0.1%
+128,539
1
2 3 4 5