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 1.21%
4 Healthcare 0.98%
5 Technology 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.16M 0.05%
113,461
-139,363
52
$5.1M 0.05%
59,991
+59,935
53
$5.06M 0.04%
83,921
+53,385
54
$5.04M 0.04%
+365,977
55
$5.03M 0.04%
+95,857
56
$5M 0.04%
492,520
+270,329
57
$5M 0.04%
23,228
+22,588
58
$4.96M 0.04%
+498,718
59
$4.9M 0.04%
472,302
+395,577
60
$4.75M 0.04%
793,644
-176,334
61
$4.68M 0.04%
464,946
+64,946
62
$4.67M 0.04%
128,113
+14,806
63
$4.48M 0.04%
64,008
-12,154
64
$4.48M 0.04%
137,773
+31,059
65
$4.47M 0.04%
438,105
+110,820
66
$4.46M 0.04%
2,971
-1,143
67
$4.4M 0.04%
+352,990
68
$4.38M 0.04%
98,277
+96,677
69
$4.35M 0.04%
+400,000
70
$4.3M 0.04%
+305,000
71
$4.28M 0.04%
316,328
+66,742
72
$4.23M 0.04%
414,730
+214,730
73
$4.17M 0.04%
21,193
+8,693
74
$4.09M 0.04%
118,679
+20,170
75
$4.03M 0.04%
+39,602
1 2
3
4 5