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
251
$1.38M 0.01%
188,488
+52,645
252
$1.38M 0.01%
493,848
+334,109
253
$1.38M 0.01%
205,607
-9,550
254
$1.37M 0.01%
29,481
-2,087
255
$1.37M 0.01%
4,254
+2,709
256
$1.37M 0.01%
160,125
+12,815
257
$1.36M 0.01%
+77,781
258
$1.35M 0.01%
73,165
+41,171
259
$1.35M 0.01%
167,757
+68,101
260
$1.35M 0.01%
71,280
+36,596
261
$1.34M 0.01%
112,049
+40,497
262
$1.34M 0.01%
194,306
+1,095
263
$1.33M 0.01%
+9,300
264
$1.32M 0.01%
87,801
+50,176
265
$1.31M 0.01%
+130,000
266
$1.3M 0.01%
110,172
-5,591
267
$1.3M 0.01%
+136,333
268
$1.3M 0.01%
195,367
+9,370
269
$1.3M 0.01%
378,109
+126,986
270
$1.29M 0.01%
+41,773
271
$1.29M 0.01%
5,500
272
$1.27M 0.01%
+7,830
273
$1.27M 0.01%
13,966
-20,815
274
$1.25M 0.01%
155,458
275
$1.25M 0.01%
+82,454
9 10
11
12 13