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
1076
$2K ﹤0.01%
+1,434
1077
$2K ﹤0.01%
200
-247,500
1078
$2K ﹤0.01%
1,055
-607,058
1079
$2K ﹤0.01%
200
1080
$1K ﹤0.01%
+72
1081
$1K ﹤0.01%
+32
1082
$1K ﹤0.01%
+25
1083
$1K ﹤0.01%
+200
1084
$1K ﹤0.01%
+332
1085
$1K ﹤0.01%
+104
1086
$1K ﹤0.01%
+40
1087
$1K ﹤0.01%
97
-102,313
1088
$1K ﹤0.01%
27,004
1089
$1K ﹤0.01%
+35
1090
$1K ﹤0.01%
+108
1091
$1K ﹤0.01%
+100
1092
$1K ﹤0.01%
+5,383
1093
$1K ﹤0.01%
17,301
1094
$1K ﹤0.01%
100
-479,600
1095
– –
0
1096
– –
0
1097
– –
0
1098
– –
-116
1099
$0 ﹤0.01%
+3
1100
– –
-3,495
42 43
44
45 46