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
$5.59B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,631
New
Increased
Reduced
Closed

Top Buys

1
+$46.9M
2
+$36.2M
3
+$27.7M
4
AMD icon
Advanced Micro Devices
AMD
+$19.4M
5
DLTR icon
Dollar Tree
DLTR
+$14.1M

Top Sells

1
+$49.5M
2
+$27.5M
3
+$15.7M
4
USAR
USA Rare Earth Inc
USAR
+$10.5M
5
SVII
Spring Valley Acquisition Corp II
SVII
+$8.21M

Sector Composition

1 Financials 5.91%
2 Technology 3.32%
3 Industrials 2.12%
4 Consumer Discretionary 2.09%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.69M 0.02%
149,629
-600
227
$1.69M 0.02%
8,300
-6,245
228
$1.66M 0.02%
118,973
-135,577
229
$1.66M 0.02%
47,367
+14,567
230
$1.64M 0.02%
23,829
-1,563
231
$1.64M 0.02%
188,674
-61,326
232
$1.62M 0.02%
442,325
-3,147
233
$1.61M 0.02%
+146,372
234
$1.59M 0.02%
+121,463
235
$1.55M 0.02%
+155,000
236
$1.55M 0.02%
178,634
+63,093
237
$1.54M 0.02%
18,220
-10,156
238
$1.54M 0.02%
+3,176
239
$1.53M 0.02%
103,215
+55,952
240
$1.51M 0.02%
23,775
-3,600
241
$1.5M 0.02%
220,054
-182,237
242
$1.49M 0.01%
+40,224
243
$1.48M 0.01%
31,357
244
$1.48M 0.01%
7,825
-2,965
245
$1.46M 0.01%
131,408
+131,008
246
$1.45M 0.01%
108,335
+107,235
247
$1.44M 0.01%
175,354
+67,988
248
$1.44M 0.01%
+27,192
249
$1.42M 0.01%
16,419
+14,904
250
$1.4M 0.01%
69,222
-65,173
8 9
10
11 12