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
1426
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-13,460
1427
$0 ﹤0.01%
+25
1428
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-2,988
1429
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-1,014
1430
$0 ﹤0.01%
+1
1431
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-227,902
1432
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-23,937
1433
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-7,459
1434
– –
-15,992
1435
$0 ﹤0.01%
+318
1436
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0
1437
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-57
1438
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-14,582
1439
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0
1440
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0
1441
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-3,400
1442
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0
1443
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-8,344
1444
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0
1445
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1446
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0
1447
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0
1448
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0
1449
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0
1450
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-59,943
56 57
58
59 60