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
201
$1.58M 0.01%
13,300
-20,930
202
$1.57M 0.01%
149,197
+9,789
203
$1.56M 0.01%
22,202
+19,962
204
$1.55M 0.01%
57,949
+8,788
205
$1.53M 0.01%
102,839
+37,779
206
$1.53M 0.01%
+268,251
207
$1.52M 0.01%
168,849
+167,184
208
$1.51M 0.01%
58,947
-96,569
209
$1.5M 0.01%
7,953
-1,623
210
$1.49M 0.01%
+150,000
211
$1.48M 0.01%
+98,600
212
$1.47M 0.01%
+35,000
213
$1.47M 0.01%
154,835
214
$1.46M 0.01%
71,980
+1,396
215
$1.46M 0.01%
+46,910
216
$1.46M 0.01%
44,841
+20,422
217
$1.45M 0.01%
138,557
-85,340
218
$1.45M 0.01%
54,929
219
$1.45M 0.01%
183,680
-140,000
220
$1.44M 0.01%
42,983
-111,811
221
$1.43M 0.01%
8,333
-12,928
222
$1.41M 0.01%
149,018
223
$1.4M 0.01%
+140,000
224
$1.36M 0.01%
+15,000
225
$1.33M 0.01%
167,380
+43,061
7 8
9
10 11