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
351
$670K 0.01%
67,565
+40,475
352
$667K 0.01%
+167,269
353
$664K 0.01%
+8,612
354
$659K 0.01%
+7,337
355
$658K 0.01%
+43,896
356
$655K 0.01%
+15,388
357
$652K 0.01%
+11,242
358
$651K 0.01%
108,899
+93,558
359
$650K 0.01%
+18,783
360
$649K 0.01%
3,232
+1,814
361
$643K 0.01%
67,772
-10,000
362
$642K 0.01%
53,188
+38,908
363
$638K 0.01%
790,998
364
$632K 0.01%
3,570
365
$631K 0.01%
41,488
+1,353
366
$629K 0.01%
68,125
+26,331
367
$629K 0.01%
47,992
368
$619K 0.01%
+24,924
369
$615K 0.01%
3,634
+1,331
370
$613K 0.01%
+59,323
371
$603K 0.01%
29,891
-7,477
372
$602K 0.01%
31,559
+7,926
373
$601K 0.01%
30,500
374
$592K 0.01%
+24,404
375
$592K 0.01%
80,764
13 14
15
16 17