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
376
$585K 0.01%
7,404
+789
377
$584K 0.01%
56,648
+53,834
378
$583K 0.01%
21,781
-5,415
379
$576K 0.01%
+11,922
380
$573K 0.01%
+40,841
381
$573K 0.01%
+7,377
382
$572K 0.01%
188,855
383
$569K 0.01%
24,238
+940
384
$562K 0.01%
12,300
+8,111
385
$554K ﹤0.01%
4,298
-1,100
386
$552K ﹤0.01%
1,677
+487
387
$548K ﹤0.01%
171,429
388
$546K ﹤0.01%
+29,811
389
$532K ﹤0.01%
+47,513
390
$531K ﹤0.01%
+8,127
391
$531K ﹤0.01%
28,178
+7,663
392
$527K ﹤0.01%
103,724
+101,829
393
$525K ﹤0.01%
+23,999
394
$524K ﹤0.01%
39,784
-2,223
395
$523K ﹤0.01%
38,075
-31,060
396
$523K ﹤0.01%
62,414
+47,378
397
$520K ﹤0.01%
+50,000
398
$514K ﹤0.01%
+216,271
399
$513K ﹤0.01%
+47,693
400
$507K ﹤0.01%
69,537
-1,527
14 15
16
17 18