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
$8B
AUM Growth
+$730M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,770
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$19.6M
3
+$17.2M
4
PCGU
PG&E Corporation
PCGU
+$16M
5
LCID icon
Lucid Motors
LCID
+$14.3M

Top Sells

1
+$28.4M
2
+$17.9M
3
+$15.2M
4
FSR
Fisker Inc.
FSR
+$13M
5
NLY icon
Annaly Capital Management
NLY
+$9.99M

Sector Composition

1 Real Estate 1.71%
2 Consumer Discretionary 1.38%
3 Industrials 1.22%
4 Healthcare 0.98%
5 Technology 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.33M 0.01%
+16,263
227
$1.32M 0.01%
121,640
+62,536
228
$1.28M 0.01%
+25,024
229
$1.28M 0.01%
+302,032
230
$1.27M 0.01%
73,468
231
$1.26M 0.01%
+50,000
232
$1.26M 0.01%
+126,600
233
$1.24M 0.01%
+121,707
234
$1.24M 0.01%
+125,000
235
$1.23M 0.01%
42,330
+6,003
236
$1.22M 0.01%
126,782
237
$1.22M 0.01%
+46,764
238
$1.21M 0.01%
289,773
-41,514
239
$1.21M 0.01%
15,300
+11,875
240
$1.21M 0.01%
134,046
+69,000
241
$1.2M 0.01%
35,332
+8,955
242
$1.2M 0.01%
8,623
+6,197
243
$1.2M 0.01%
+23,951
244
$1.19M 0.01%
17,637
-12,681
245
$1.19M 0.01%
+42,448
246
$1.18M 0.01%
+92,978
247
$1.18M 0.01%
168,900
-32,000
248
$1.17M 0.01%
47,596
-99,642
249
$1.17M 0.01%
39,561
+11,561
250
$1.16M 0.01%
10,125
-412
8 9
10
11 12