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
276
$1.02M 0.01%
+108,549
277
$1.02M 0.01%
122,329
-248,694
278
$1.02M 0.01%
195,260
+194,102
279
$998K 0.01%
167,793
-5,331
280
$995K 0.01%
334
+324
281
$995K 0.01%
+99,900
282
$992K 0.01%
172,000
283
$991K 0.01%
+57,846
284
$977K 0.01%
65,009
+657
285
$976K 0.01%
44,047
-61,553
286
$967K 0.01%
+2,400
287
$966K 0.01%
33,089
288
$964K 0.01%
74,430
+31
289
$954K 0.01%
193,124
+10,132
290
$953K 0.01%
335,873
-264,232
291
$951K 0.01%
171,092
-30,411
292
$950K 0.01%
95,419
-171,398
293
$947K 0.01%
+86,947
294
$935K 0.01%
47,480
+40,405
295
$920K 0.01%
31,500
296
$913K 0.01%
41,690
-80,000
297
$910K 0.01%
+36,857
298
$908K 0.01%
534,699
+44,142
299
$908K 0.01%
140,221
-41,554
300
$907K 0.01%
123,367
+37,041
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