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
251
$1.16M 0.01%
3,013
-896
252
$1.15M 0.01%
18,181
-16,260
253
$1.15M 0.01%
6,876
+6,808
254
$1.14M 0.01%
108,016
-85,699
255
$1.14M 0.01%
+43,683
256
$1.13M 0.01%
+17,300
257
$1.12M 0.01%
111,752
258
$1.11M 0.01%
142,787
-42,738
259
$1.11M 0.01%
56,381
+2,651
260
$1.11M 0.01%
70,239
+37,507
261
$1.1M 0.01%
150,496
-15,872
262
$1.08M 0.01%
+65,000
263
$1.08M 0.01%
5,978
-28,190
264
$1.06M 0.01%
+102,990
265
$1.06M 0.01%
87,155
-127
266
$1.06M 0.01%
99,037
+41,182
267
$1.06M 0.01%
21,158
+20,497
268
$1.05M 0.01%
+99,069
269
$1.04M 0.01%
101,973
+37,003
270
$1.03M 0.01%
35,000
-90,000
271
$1.03M 0.01%
28,900
+2,655
272
$1.03M 0.01%
+100,000
273
$1.03M 0.01%
1,055,142
+17,600
274
$1.02M 0.01%
222,337
-366,100
275
$1.02M 0.01%
+10,061
9 10
11
12 13