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
576
$227K ﹤0.01%
935
-9,172
577
$226K ﹤0.01%
15,327
+1,552
578
$224K ﹤0.01%
31,859
+26,484
579
$223K ﹤0.01%
1,021
+421
580
$223K ﹤0.01%
+19,767
581
$221K ﹤0.01%
+135,148
582
$219K ﹤0.01%
4,000
-5,221
583
$217K ﹤0.01%
1,386
-1,508
584
$217K ﹤0.01%
+10,495
585
$216K ﹤0.01%
4,026
-10,315
586
$215K ﹤0.01%
13,922
-55,343
587
$215K ﹤0.01%
2,115
-884
588
$214K ﹤0.01%
+2,817
589
$213K ﹤0.01%
1,014
-1,855
590
$213K ﹤0.01%
3,779
+235
591
$213K ﹤0.01%
1,042
+807
592
$213K ﹤0.01%
260,115
+24,459
593
$212K ﹤0.01%
1,923
+549
594
$212K ﹤0.01%
10,270
595
$208K ﹤0.01%
14,990
+7,373
596
$207K ﹤0.01%
88,960
-125,258
597
$206K ﹤0.01%
+6,120
598
$205K ﹤0.01%
6,704
+1,775
599
$205K ﹤0.01%
7,470
-5,175
600
$205K ﹤0.01%
+23,337
22 23
24
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