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
1051
$6K ﹤0.01%
2,932
-55,792
1052
$5K ﹤0.01%
11
-34
1053
$5K ﹤0.01%
+206
1054
$5K ﹤0.01%
490
-153,255
1055
$5K ﹤0.01%
2,622
-21,478
1056
$4K ﹤0.01%
+5,401
1057
$4K ﹤0.01%
390
-4,025
1058
$4K ﹤0.01%
+500
1059
$4K ﹤0.01%
9,375
-90,625
1060
$4K ﹤0.01%
+958
1061
$4K ﹤0.01%
500
-21,472
1062
$3K ﹤0.01%
+2,399
1063
$3K ﹤0.01%
+200
1064
$3K ﹤0.01%
2,518
-167,467
1065
$3K ﹤0.01%
10,000
1066
$3K ﹤0.01%
+540
1067
$3K ﹤0.01%
5,000
-20,000
1068
$3K ﹤0.01%
+3,952
1069
$2K ﹤0.01%
+9
1070
$2K ﹤0.01%
+97
1071
$2K ﹤0.01%
550
1072
$2K ﹤0.01%
+652
1073
$2K ﹤0.01%
+126
1074
$2K ﹤0.01%
120
1075
$2K ﹤0.01%
10,000
41 42
43
44 45