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
301
$1.09M 0.01%
17,945
302
$1.08M 0.01%
+4,305
303
$1.08M 0.01%
+285,266
304
$1.08M 0.01%
+92,835
305
$1.07M 0.01%
7,390
-60
306
$1.07M 0.01%
+44,739
307
$1.06M 0.01%
500,000
308
$1.06M 0.01%
+116,242
309
$1.06M 0.01%
98,143
-219,257
310
$1.05M 0.01%
100,567
311
$1.05M 0.01%
359,433
-14,510
312
$1.05M 0.01%
316,893
-3,300
313
$1.04M 0.01%
+84,271
314
$1.04M 0.01%
83,378
+39,075
315
$1.04M 0.01%
+63,612
316
$1.03M 0.01%
155,175
+95,602
317
$1.03M 0.01%
22,523
-1,773
318
$1.02M 0.01%
4,494
+1,793
319
$1.01M 0.01%
50,089
+19,722
320
$1M 0.01%
+100,000
321
$996K 0.01%
10,973
+2,055
322
$990K 0.01%
+100,000
323
$982K 0.01%
85,185
324
$974K 0.01%
+5,479
325
$964K 0.01%
88,071
-590,142
11 12
13
14 15