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
451
$389K ﹤0.01%
29,201
+18,510
452
$388K ﹤0.01%
42,208
+23,717
453
$387K ﹤0.01%
+32,675
454
$386K ﹤0.01%
25,548
-43,889
455
$385K ﹤0.01%
4,398
+3,887
456
$384K ﹤0.01%
3,556
-24,035
457
$382K ﹤0.01%
1,300
458
$380K ﹤0.01%
37,711
+6,471
459
$376K ﹤0.01%
6,447
+4,263
460
$375K ﹤0.01%
13,834
+11,364
461
$373K ﹤0.01%
+5,905
462
$370K ﹤0.01%
22,189
+16,824
463
$369K ﹤0.01%
+43,257
464
$369K ﹤0.01%
+161,569
465
$368K ﹤0.01%
+9,999
466
$367K ﹤0.01%
28,122
+27,881
467
$364K ﹤0.01%
+25,964
468
$363K ﹤0.01%
3,630
-4,831
469
$363K ﹤0.01%
10,928
-1,464
470
$362K ﹤0.01%
5,042
+3,133
471
$361K ﹤0.01%
44,765
+21,174
472
$360K ﹤0.01%
+1,691
473
$359K ﹤0.01%
42,855
-7,871
474
$357K ﹤0.01%
+36,760
475
$356K ﹤0.01%
1,166
+606
17 18
19
20 21