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
601
$205K ﹤0.01%
20,103
+9,889
602
$204K ﹤0.01%
3,740
603
$204K ﹤0.01%
+21,590
604
$203K ﹤0.01%
3,069
-250
605
$203K ﹤0.01%
+9,146
606
$202K ﹤0.01%
19,800
-565,366
607
$202K ﹤0.01%
+14,966
608
$202K ﹤0.01%
5,000
609
$202K ﹤0.01%
28,717
610
$200K ﹤0.01%
19,038
-2,012
611
$200K ﹤0.01%
+14,675
612
$200K ﹤0.01%
1,798
+1,494
613
$200K ﹤0.01%
1,769
-1,287
614
$199K ﹤0.01%
+20,702
615
$199K ﹤0.01%
+1,935
616
$199K ﹤0.01%
+15,604
617
$198K ﹤0.01%
14,587
-25,946
618
$197K ﹤0.01%
61,762
+17,520
619
$195K ﹤0.01%
+11,265
620
$194K ﹤0.01%
49,931
621
$194K ﹤0.01%
39,222
-751,600
622
$194K ﹤0.01%
+26,097
623
$194K ﹤0.01%
+1,270
624
$192K ﹤0.01%
14,337
+4,708
625
$192K ﹤0.01%
+13,876
23 24
25
26 27