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
176
$1.88M 0.02%
+190,000
177
$1.86M 0.02%
1,134,813
-474,587
178
$1.85M 0.02%
+179,242
179
$1.85M 0.02%
260,794
-14,388
180
$1.82M 0.02%
65,138
+36,141
181
$1.81M 0.02%
+175,114
182
$1.81M 0.02%
63,322
-91,798
183
$1.8M 0.02%
1,339
+486
184
$1.77M 0.02%
+100,702
185
$1.77M 0.02%
60,000
+40,000
186
$1.76M 0.02%
41,309
+27,000
187
$1.76M 0.02%
219,927
+59,358
188
$1.74M 0.02%
21,861
+21,769
189
$1.72M 0.02%
60,516
-350,972
190
$1.72M 0.02%
8,482
-3,518
191
$1.69M 0.02%
21,096
+11,210
192
$1.66M 0.01%
217,004
-62,156
193
$1.64M 0.01%
+159,175
194
$1.64M 0.01%
+15,000
195
$1.63M 0.01%
66,598
-22,239
196
$1.63M 0.01%
88,764
-138,580
197
$1.61M 0.01%
473,457
+7,254
198
$1.59M 0.01%
22,500
-17,500
199
$1.59M 0.01%
33,820
+2,800
200
$1.58M 0.01%
155,687
+95,887
6 7
8
9 10