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
1001
$14K ﹤0.01%
6,245
-329,932
1002
$14K ﹤0.01%
+1,600
1003
$14K ﹤0.01%
+17,911
1004
$13K ﹤0.01%
1,131
-7,294
1005
$13K ﹤0.01%
100
-400
1006
$13K ﹤0.01%
22,400
1007
$13K ﹤0.01%
2,296
+2,038
1008
$13K ﹤0.01%
1,201
-8,854
1009
$13K ﹤0.01%
54,007
-9,700
1010
$13K ﹤0.01%
14,137
-28,000
1011
$12K ﹤0.01%
1,028
-36,196
1012
$12K ﹤0.01%
+236
1013
– –
0
1014
$12K ﹤0.01%
14,639
+7,116
1015
$12K ﹤0.01%
224,400
1016
$12K ﹤0.01%
+1,193
1017
$12K ﹤0.01%
54,200
-60,000
1018
$12K ﹤0.01%
6,821
-105,268
1019
$11K ﹤0.01%
1,122
-9,060
1020
$11K ﹤0.01%
+2,295
1021
$11K ﹤0.01%
+396
1022
$11K ﹤0.01%
7,879
-153,309
1023
$11K ﹤0.01%
+8,200
1024
$11K ﹤0.01%
+6,598
1025
$11K ﹤0.01%
7,469
-167,531
39 40
41
42 43