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
476
$355K ﹤0.01%
+24,001
477
$354K ﹤0.01%
26,389
+11,002
478
$354K ﹤0.01%
69
-1,591
479
$353K ﹤0.01%
19,983
480
$348K ﹤0.01%
+19,194
481
$344K ﹤0.01%
+33,604
482
$344K ﹤0.01%
2,381
-6,750
483
$341K ﹤0.01%
+35,000
484
$340K ﹤0.01%
+29,606
485
$340K ﹤0.01%
28,589
+21,840
486
$340K ﹤0.01%
73,384
+63,845
487
$340K ﹤0.01%
+11,366
488
$338K ﹤0.01%
10,474
-28,589
489
$338K ﹤0.01%
+11,796
490
$332K ﹤0.01%
+3,618
491
$332K ﹤0.01%
+5,695
492
$332K ﹤0.01%
+783
493
$330K ﹤0.01%
3,300
494
$329K ﹤0.01%
8,524
+5,989
495
$327K ﹤0.01%
+2,198
496
$324K ﹤0.01%
42,962
-501,232
497
$323K ﹤0.01%
26,361
-29,573
498
$323K ﹤0.01%
33,925
-394
499
$319K ﹤0.01%
30,596
-250,000
500
$318K ﹤0.01%
31,445
-23,655
18 19
20
21 22