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
1026
$10K ﹤0.01%
+741
1027
$10K ﹤0.01%
+30
1028
$10K ﹤0.01%
+207
1029
$10K ﹤0.01%
+2,791
1030
$10K ﹤0.01%
+7,255
1031
$10K ﹤0.01%
8,607
+3,234
1032
$10K ﹤0.01%
+1,000
1033
$9K ﹤0.01%
+119
1034
$9K ﹤0.01%
106
-36
1035
$9K ﹤0.01%
+265
1036
$9K ﹤0.01%
8,132
+7,676
1037
$9K ﹤0.01%
900
-199,100
1038
$9K ﹤0.01%
818
-384,140
1039
$8K ﹤0.01%
+600
1040
$8K ﹤0.01%
+458
1041
$8K ﹤0.01%
1,294
-148,840
1042
$7K ﹤0.01%
+700
1043
$7K ﹤0.01%
+64
1044
$7K ﹤0.01%
+1
1045
$7K ﹤0.01%
26,909
-2,254
1046
$7K ﹤0.01%
4,117
-3,513
1047
$7K ﹤0.01%
2,995
-1,505
1048
$6K ﹤0.01%
413
-79
1049
$6K ﹤0.01%
21,545
-8,562
1050
$6K ﹤0.01%
780
40 41
42
43 44