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
276
$1.24M 0.01%
80,983
-19,461
277
$1.23M 0.01%
10,601
+8,937
278
$1.23M 0.01%
164,690
279
$1.22M 0.01%
140,583
+46,399
280
$1.22M 0.01%
80,607
-19,948
281
$1.2M 0.01%
154,643
-320,212
282
$1.18M 0.01%
57,449
+14,040
283
$1.18M 0.01%
78,003
+59,671
284
$1.16M 0.01%
+71,548
285
$1.16M 0.01%
25,359
-48,414
286
$1.15M 0.01%
+190,476
287
$1.15M 0.01%
20,000
+3,000
288
$1.15M 0.01%
475,441
289
$1.15M 0.01%
57,135
-334,801
290
$1.14M 0.01%
57,745
291
$1.14M 0.01%
+112,702
292
$1.14M 0.01%
6,600
+1,600
293
$1.14M 0.01%
+23,874
294
$1.14M 0.01%
26,854
295
$1.13M 0.01%
11,659
-4,900
296
$1.11M 0.01%
+61,086
297
$1.11M 0.01%
8,788
+1,612
298
$1.1M 0.01%
27,766
299
$1.09M 0.01%
552,339
300
$1.09M 0.01%
+31,303
10 11
12
13 14