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
501
$318K ﹤0.01%
+31,779
502
$316K ﹤0.01%
+31,467
503
$315K ﹤0.01%
+21,887
504
$314K ﹤0.01%
+2,718
505
$313K ﹤0.01%
26,560
-37,777
506
$311K ﹤0.01%
10,351
-27,858
507
$307K ﹤0.01%
+23,379
508
$306K ﹤0.01%
+28,950
509
$304K ﹤0.01%
72,229
-93,700
510
$304K ﹤0.01%
21,193
+18,300
511
$301K ﹤0.01%
+47,348
512
$301K ﹤0.01%
+2,787
513
$298K ﹤0.01%
6,807
-885
514
$297K ﹤0.01%
34,304
+23,267
515
$295K ﹤0.01%
+5,996
516
$295K ﹤0.01%
28,216
-40,000
517
$293K ﹤0.01%
1,034
+773
518
$292K ﹤0.01%
+44,914
519
$292K ﹤0.01%
2,559
+2,542
520
$290K ﹤0.01%
12,040
-7,678
521
$290K ﹤0.01%
42,238
+11,562
522
$290K ﹤0.01%
+10,000
523
$288K ﹤0.01%
2,483
+1,560
524
$288K ﹤0.01%
+4,751
525
$287K ﹤0.01%
+1,618
19 20
21
22 23