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
326
$964K 0.01%
2,857
327
$952K 0.01%
165,606
+72,496
328
$949K 0.01%
127,614
+118,814
329
$932K 0.01%
29,417
+15,312
330
$932K 0.01%
3,202
+199
331
$929K 0.01%
2,800
-700
332
$924K 0.01%
+2,300
333
$920K 0.01%
17,731
+1,130
334
$918K 0.01%
399,023
335
$908K 0.01%
5,873
-3,934
336
$899K 0.01%
94,140
337
$899K 0.01%
9,963
+1,674
338
$897K 0.01%
172,882
+20,254
339
$891K 0.01%
34,625
-17,500
340
$889K 0.01%
65,449
+3,359
341
$886K 0.01%
+73,819
342
$885K 0.01%
88,329
+46,808
343
$885K 0.01%
335,153
+151,989
344
$879K 0.01%
84,945
+10,054
345
$867K 0.01%
79,586
+61,155
346
$864K 0.01%
3,570
347
$862K 0.01%
15,890
-18,618
348
$862K 0.01%
+48,950
349
$860K 0.01%
58,914
-36,652
350
$857K 0.01%
124,818
+35,672
12 13
14
15 16