WAM

Wolverine Asset Management Portfolio holdings

AUM $7.03B
1-Year Est. Return 3.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.98B
AUM Growth
+$844M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,549
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$29.3M
3
+$15.5M
4
KDK
Kodiak AI
KDK
+$13.9M
5
VACH
Voyager Acquisition Corp
VACH
+$11.2M

Top Sells

1
+$23.5M
2
+$22.7M
3
+$17.5M
4
AMD icon
Advanced Micro Devices
AMD
+$17.1M
5
AMZN icon
Amazon
AMZN
+$16.1M

Sector Composition

1 Financials 9.25%
2 Technology 1.99%
3 Real Estate 1.75%
4 Consumer Discretionary 1.55%
5 Industrials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.7M 0.03%
80,677
+68,646
227
$1.67M 0.03%
+12,500
228
$1.67M 0.03%
82,125
229
$1.66M 0.03%
69,057
+5,332
230
$1.64M 0.03%
41,151
+10,173
231
$1.61M 0.03%
68,040
+34,800
232
$1.6M 0.03%
1,365,168
233
$1.6M 0.03%
441,002
+124,109
234
$1.6M 0.03%
86,151
+5,032
235
$1.59M 0.03%
+156,494
236
$1.59M 0.03%
+21,095
237
$1.57M 0.03%
22,465
-900
238
$1.57M 0.03%
140,016
-11,800
239
$1.57M 0.03%
286,395
+63,653
240
$1.56M 0.03%
+155,000
241
$1.55M 0.03%
4,500
+1,000
242
$1.54M 0.03%
32,730
+9,792
243
$1.52M 0.03%
199,901
+88,260
244
$1.5M 0.03%
1,178,649
+158,739
245
$1.49M 0.02%
164,690
246
$1.49M 0.02%
15,879
+7,500
247
$1.48M 0.02%
+141,509
248
$1.48M 0.02%
5,500
-2,500
249
$1.48M 0.02%
66,529
250
$1.47M 0.02%
133,800
-10,721
8 9
10
11 12