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
951
$24K ﹤0.01%
120,906
-125,920
952
$24K ﹤0.01%
388
-1,176
953
$24K ﹤0.01%
234
+153
954
$24K ﹤0.01%
217
-1,208
955
$24K ﹤0.01%
523
+160
956
$24K ﹤0.01%
300
-5,065
957
$24K ﹤0.01%
+1,872
958
$24K ﹤0.01%
+612
959
$24K ﹤0.01%
622
-14,378
960
$24K ﹤0.01%
+333
961
$24K ﹤0.01%
800
-200
962
$24K ﹤0.01%
+197
963
$23K ﹤0.01%
720
+480
964
$23K ﹤0.01%
25,654
965
$23K ﹤0.01%
39,900
966
$22K ﹤0.01%
1,759
-10,590
967
$22K ﹤0.01%
+81
968
$22K ﹤0.01%
61,024
-18,776
969
$22K ﹤0.01%
+9,488
970
$21K ﹤0.01%
+1,564
971
$21K ﹤0.01%
+2,283
972
$20K ﹤0.01%
2,978
+273
973
$20K ﹤0.01%
69,006
974
$20K ﹤0.01%
3,076
975
$20K ﹤0.01%
+2,028
37 38
39
40 41