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
651
$172K ﹤0.01%
+16,564
652
$171K ﹤0.01%
+325,648
653
$170K ﹤0.01%
12,763
+11,370
654
$168K ﹤0.01%
+714
655
$167K ﹤0.01%
535
-8,965
656
$167K ﹤0.01%
12,256
-9,287
657
$166K ﹤0.01%
+1,606
658
$166K ﹤0.01%
7,095
-3,763
659
$164K ﹤0.01%
+55,164
660
$162K ﹤0.01%
1,685
-1,105
661
$161K ﹤0.01%
2,050
+739
662
$160K ﹤0.01%
+1,590
663
$159K ﹤0.01%
15,445
-929,602
664
$158K ﹤0.01%
+17,680
665
$157K ﹤0.01%
3,654
-1,926
666
$157K ﹤0.01%
18,448
-125,829
667
$157K ﹤0.01%
4,395
-4,016
668
$157K ﹤0.01%
89,603
-22,586
669
$156K ﹤0.01%
+1,446
670
$156K ﹤0.01%
17,201
-22,150
671
$155K ﹤0.01%
+12,700
672
$154K ﹤0.01%
4,633
+2,962
673
$149K ﹤0.01%
857
-1,641
674
$148K ﹤0.01%
+680
675
$148K ﹤0.01%
11,969
-7,125
25 26
27
28 29